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| Provider | Service type | Compensation |
|---|---|---|
GREENWOOD GEARHART, INC.2 years Filed as: GREENWOOD GEARHART LTD Service code 13 · EIN 71-0726026 | Contract Administrator | $20,100 |
GREENWOOD GEARHART, INC.4 years Service code 27 · EIN 71-0656198 | Advisory (Plan) | $17,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,612 | $54,573-58.6% | $90,970-75.1% | $73,493-69.2% |
| Participation rate | 57.3% | 61.2%-3.8pp | 69.0%-11.7pp | 70.7%-13.3pp |
| Annual return | 8.96% | 16.69%-7.7pp | 134.58%-125.6pp | 28.51%-19.6pp |
| Employer contribution / active EE | $1,463 | $991+47.6% | $2,122-31.1% | $2,270-35.5% |
| Participant deferral / active EE | $1,919 | $2,517-23.8% | $3,373-43.1% | $3,740-48.7% |
| Admin fee / account holder | $373 | $521-28.4% | $5,960-93.7% | $513-27.2% |