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| Provider | Service type | Compensation |
|---|---|---|
TRISTAR PENSION LTD4 years Service code 10 · EIN 75-1553813 9150 N. MAY AVE., SUITE A. · OKLAHOMA CITY, OK 73120 | Accounting | $10,235 |
AMERICAN FUNDS2 years Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $1,700 |
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.
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 | $43,824 | $122,042-64.1% | $184,260-76.2% | $74,459-41.1% |
| Participation rate | 55.8% | 85.5%-29.7pp | 86.8%-31.0pp | 67.2%-11.4pp |
| Annual return | 15.66% | 19.91%-4.2pp | 28.84%-13.2pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $1,868 | $4,537-58.8% | $6,427-70.9% | $2,626-28.9% |
| Participant deferral / active EE | $2,826 | $7,143-60.4% | $9,133-69.1% | $4,350-35.0% |
| Admin fee / account holder | $29 | $1,252-97.7% | $13,898-99.8% | $1,945-98.5% |