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| Provider | Service type | Compensation |
|---|---|---|
GREENWOOD GEARHART, INC.2 years Filed as: GREENWOOD GROUP LTD Service code 13 · EIN 71-0726026 | Contract Administrator | $13,700 |
GREENWOOD GEARHART, INC.2 years Service code 27 · EIN 71-0656198 | Advisory (Plan) | $12,627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,798 | $42,548-74.6% | $74,549-85.5% | $56,287-80.8% |
| Participation rate | 66.3% | 60.5%+5.8pp | 69.1%-2.9pp | 69.9%-3.6pp |
| Annual return | -5.60% | 12.40%-18.0pp | 32.53%-38.1pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,399 | $855+63.6% | $1,961-28.7% | $2,111-33.7% |
| Participant deferral / active EE | $1,925 | $2,277-15.5% | $3,108-38.1% | $3,350-42.5% |
| Admin fee / account holder | $189 | $467-59.5% | $5,059-96.3% | $521-63.7% |