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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $71,796 |
KMG FIDUCIARY PARTNERS, LLC5 years Service code 27 · EIN 83-1985347 | Advisory (Plan) | $37,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,084 | $50,151-77.9% | $149,717-92.6% | $80,149-86.2% |
| Participation rate | 67.4% | 64.3%+3.1pp | 78.8%-11.3pp | 72.9%-5.5pp |
| Annual return | 18.27% | 29.80%-11.5pp | 134.41%-116.1pp | 40.39%-22.1pp |
| Employer contribution / active EE | $186 | $1,867-90.1% | $4,820-96.1% | $2,977-93.8% |
| Participant deferral / active EE | $1,054 | $3,194-67.0% | $5,682-81.5% | $5,015-79.0% |
| Admin fee / account holder | $68 | $153-55.3% | $13,213-99.5% | $145-52.9% |