Filed January 8, 2024 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $512,016 |
BLUMSHAPIRO1 year Service code 10 · EIN 06-1009205 | Accounting | $13,000 |
THE PFE GROUP3 years Service code 16 · EIN 71-1036677 | Consulting | $11,769 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $16,062 | $38,509-58.3% | $90,657-82.3% | $73,367-78.1% |
| Participation rate | 49.1% | 45.9%+3.2pp | 74.0%-24.9pp | 69.5%-20.4pp |
| Annual return | -4.48% | 2.07%-6.6pp | 1.89%-6.4pp | 173.45%-177.9pp |
| Employer contribution / active EE | $309 | $754-58.9% | $2,532-87.8% | $2,499-87.6% |
| Participant deferral / active EE | $916 | $1,495-38.8% | $3,424-73.3% | $4,033-77.3% |
| Admin fee / account holder | $61 | $48+26.1% | $4,994-98.8% | $68-11.0% |