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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 15 · EIN 41-0973005 | Recordkeeping | $10,671 |
UNITED BENEFIT PENSIONS INC.5 years Service code 49 · EIN 36-4517541 | Other Services | $1,393 |
Service code 49 | Other Services | $494 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INV MANAGEMENT IN Service code 49 | Other Services | $0 |
Filed as: MESIROW FINANCIAL INVEST MANAGEMENT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Filed as: PKS FINANCIAL SERVICES INC. Service code 49 · EIN 14-1796925 | Other Services | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $102,527 | $81,494+25.8% | $133,978-23.5% | $73,497+39.5% |
| Participation rate | 16.8% | 76.4%-59.6pp | 79.8%-63.1pp | 70.7%-53.9pp |
| Annual return | 16.90% | 19.40%-2.5pp | 45.10%-28.2pp | 28.51%-11.6pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,270 | $3,787-66.5% | $5,047-74.8% | $3,740-66.0% |
| Admin fee / account holder | $92 | $713-87.1% | $8,930-99.0% | $513-82.0% |