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| Provider | Service type | Compensation |
|---|---|---|
SBHU LIFE AGENCY INC3+ years Service code 22 · EIN 13-2896238 | Insurance Broker | $67,480 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $21,000 |
SEAFARERS VACATION PLAN1 year Service code 15 · EIN 13-5602047 | Recordkeeping | $15,000 |
Service code 50 · EIN 04-1590850 | Direct Payment | $10,229 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,193 | $106,972-75.5% | $71,671-63.5% | $80,976-67.7% |
| Participation rate | 12.2% | 64.4%-52.3pp | 68.7%-56.6pp | 68.3%-56.1pp |
| Annual return | 17.85% | 23.84%-6.0pp | 20.65%-2.8pp | 22.91%-5.1pp |
| Employer contribution / active EE | $0 | $4,034-100.0% | $2,460-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $423 | $3,800-88.9% | $3,438-87.7% | $3,848-89.0% |
| Admin fee / account holder | $46 | $97-52.8% | $5,558-99.2% | $67-32.5% |