Filed January 8, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,763 |
BLUM SHAPIRO1 year Filed as: BLUM SHAPIRO & CO P.C Service code 10 · EIN 06-1009205 | Accounting | $25,000 |
THE PFE GROUP1 year Service code 99 · EIN 71-1036677 | Other Fees | $11,782 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,480 | $38,032-67.2% | $87,502-85.7% | $329,111-96.2% |
| Participation rate | 55.9% | 43.3%+12.5pp | 73.8%-18.0pp | 67.9%-12.0pp |
| Annual return | 7.23% | 7.09%+0.1pp | 12.21%-5.0pp | 16.35%-9.1pp |
| Employer contribution / active EE | $262 | $677-61.3% | $2,550-89.7% | $2,303-88.6% |
| Participant deferral / active EE | $755 | $1,260-40.1% | $3,149-76.0% | $3,682-79.5% |
| Admin fee / account holder | $9 | $50-81.9% | $4,221-99.8% | $754-98.8% |