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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 17 · EIN 31-4156830 | Pension Consulting | $18,470 |
BENEFIT PROFESSIONALS, INC.8+ years Filed as: BENEFIT PROFESSIONALS INC. Service code 37 · EIN 90-1118690 | Loan Processing | $16,306 |
Filed as: CONCOURSE FINANCIAL GROUP SEC Service code 26 | Advisory (Participants) | $10,244 |
Filed as: CONCOURSE FINANCIAL GROUP 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,395 | $65,437-65.8% | $86,698-74.2% | $66,949-66.5% |
| Participation rate | 48.3% | 75.5%-27.2pp | 76.6%-28.3pp | 69.8%-21.6pp |
| Annual return | -17.73% | -10.91%-6.8pp | 35.96%-53.7pp | 1.57%-19.3pp |
| Employer contribution / active EE | $505 | $2,154-76.6% | $2,837-82.2% | $2,545-80.2% |
| Participant deferral / active EE | $1,700 | $4,102-58.6% | $4,656-63.5% | $4,239-59.9% |
| Admin fee / account holder | $117 | $642-81.7% | $7,492-98.4% | $594-80.2% |