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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROFESSIONALS, INC.5+ years Filed as: BENEFIT PROFESSIONALS INC. Service code 37 · EIN 90-1118690 | Loan Processing | $17,300 |
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $11,192 |
PROEQUITIES INC5+ years Filed as: PROEQUITIES Service code 26 | Advisory (Participants) | $7,216 |
PROEQUITIES INC5+ 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.
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 | $15,217 | $65,378-76.7% | $87,103-82.5% | $65,186-76.7% |
| Participation rate | 58.3% | 75.3%-17.1pp | 76.9%-18.6pp | 70.2%-11.9pp |
| Annual return | 19.57% | 31.28%-11.7pp | 28.19%-8.6pp | 29.39%-9.8pp |
| Employer contribution / active EE | $506 | $1,823-72.3% | $2,521-79.9% | $2,177-76.8% |
| Participant deferral / active EE | $1,628 | $3,389-52.0% | $4,049-59.8% | $3,514-53.7% |
| Admin fee / account holder | $125 | $520-75.9% | $7,491-98.3% | $847-85.2% |