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| Provider | Service type | Compensation |
|---|---|---|
ARMANINO LLP1 year Filed as: ARMANINO ADVISORY LLC Service code 16 · EIN 94-6214841 | Consulting | $10,832 |
AMERICAN FUNDS10+ years Service code 15 · EIN 95-6817943 | Recordkeeping | $6,960 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,560 | $55,457-90.0% | $76,119-92.7% | $77,736-92.8% |
| Participation rate | 49.5% | 63.6%-14.1pp | 69.1%-19.6pp | 70.6%-21.1pp |
| Annual return | 8.88% | 17.09%-8.2pp | 361.25%-352.4pp | 31.26%-22.4pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $2,693-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,301 | $3,454-62.3% | $4,259-69.5% | $4,651-72.0% |
| Admin fee / account holder | $32 | $411-92.2% | $6,421-99.5% | $433-92.6% |