Filed June 12, 2015
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| Provider | Service type | Compensation |
|---|---|---|
PROEQUITIES INC1 year Service code 55 · EIN 63-0879387 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,169 | $55,453-83.5% | $170,435-94.6% | $62,293-85.3% |
| Participation rate | 48.4% | 66.4%-18.0pp | 83.6%-35.2pp | 69.5%-21.1pp |
| Annual return | 15.96% | 21.38%-5.4pp | 205.94%-190.0pp | 28.90%-12.9pp |
| Employer contribution / active EE | $156 | $2,164-92.8% | $5,432-97.1% | $2,042-92.3% |
| Participant deferral / active EE | $777 | $2,303-66.2% | $4,939-84.3% | $3,169-75.5% |
| Admin fee / account holder | $14 | $455-96.8% | $13,881-99.9% | $479-97.0% |