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| Provider | Service type | Compensation |
|---|---|---|
PRISM FINANCIAL1 year Filed as: PRISM FINANCIAL GROUP LLC Service code 51 · EIN 48-1215504 | Investment Mgmt Fees | $4,868 |
Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 15 · EIN 48-0890241 8700 INDIAN CREEK PARKWAY · OVBERLAND PARK, KS 66210 | Recordkeeping | $4,775 |
Filed as: NORTH AMERICAN KTRADE ALLIANCE LLC Service code 10 · EIN 32-0169227 | Accounting | $4,258 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,472 | $61,156-73.1% | $185,823-91.1% | $79,386-79.3% |
| Participation rate | 46.5% | 66.6%-20.1pp | 81.7%-35.2pp | 70.7%-24.2pp |
| Annual return | 13.55% | 19.45%-5.9pp | 122.05%-108.5pp | 116.85%-103.3pp |
| Employer contribution / active EE | $6 | $2,321-99.7% | $5,167-99.9% | $2,427-99.8% |
| Participant deferral / active EE | $1,107 | $2,789-60.3% | $5,568-80.1% | $4,046-72.6% |
| Admin fee / account holder | $170 | $710-76.1% | $16,237-99.0% | $626-72.9% |