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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $511,264 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $140,045 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,948 |
CAMMACK LARHETTE ADVISORS3 years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 27 · EIN 46-4084533 | Advisory (Plan) | $11,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,631 | $68,062-60.9% | $185,854-85.7% | $106,520-75.0% |
| Participation rate | 36.1% | 75.2%-39.2pp | 81.7%-45.7pp | 71.3%-35.3pp |
| Annual return | 21.21% | 18.20%+3.0pp | 122.12%-100.9pp | 19.28%+1.9pp |
| Employer contribution / active EE | $259 | $1,997-87.0% | $5,169-95.0% | $2,840-90.9% |
| Participant deferral / active EE | $921 | $3,990-76.9% | $5,569-83.5% | $4,948-81.4% |
| Admin fee / account holder | $60 | $53+14.7% | $16,246-99.6% | $75-18.8% |