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| Provider | Service type | Compensation |
|---|---|---|
DR ADVISORY SERVICES4 years Filed as: CG ADVISORY SERVICES Service code 16 · EIN 38-3470125 | Consulting | $4,638 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES,INC. Service code 26 · EIN 62-1200951 | Advisory (Participants) | $1,125 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 | Advisory (Participants) | $1,046 |
NATIONWIDE6 years Service code 26 · EIN 31-4156830 | Advisory (Participants) | $578 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,420 | $50,902-44.2% | $155,534-81.7% | $77,736-63.4% |
| Participation rate | 30.4% | 63.1%-32.6pp | 78.2%-47.8pp | 70.6%-40.1pp |
| Annual return | 11.01% | 34.85%-23.8pp | 64.92%-53.9pp | 31.26%-20.2pp |
| Employer contribution / active EE | $421 | $1,991-78.8% | $4,675-91.0% | $2,728-84.6% |
| Participant deferral / active EE | $988 | $2,824-65.0% | $5,630-82.5% | $4,651-78.8% |
| Admin fee / account holder | $191 | $437-56.4% | $15,900-98.8% | $433-56.0% |