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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROFESSIONALS, INC.2+ years Filed as: BENEFIT PROFESSIONALS INC. Service code 37 · EIN 63-0913824 | Loan Processing | $16,094 |
NATIONWIDE2+ years Service code 17 · EIN 31-4156830 | Pension Consulting | $10,411 |
PROEQUITIES INC2+ years Filed as: PROEQUITIES Service code 26 | Advisory (Participants) | $5,557 |
PROEQUITIES INC2+ years Service code 17 2801 HWY 280 SHOUTH · BIRMINGHAM, AL 352230518 | Pension Consulting | $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.
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.
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 | $9,564 | $60,165-84.1% | $74,184-87.1% | $55,167-82.7% |
| Participation rate | 47.3% | 74.2%-26.8pp | 76.6%-29.3pp | 69.0%-21.7pp |
| Annual return | 7.41% | 10.00%-2.6pp | 17.74%-10.3pp | 169.23%-161.8pp |
| Employer contribution / active EE | $327 | $1,600-79.6% | $2,370-86.2% | $1,963-83.3% |
| Participant deferral / active EE | $1,178 | $2,973-60.4% | $3,550-66.8% | $3,054-61.4% |
| Admin fee / account holder | $144 | $419-65.7% | $5,586-97.4% | $504-71.5% |