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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP4 years Filed as: THE PENSION STUDIO Service code 99 · EIN 54-2154380 | Other Fees | $8,678 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 99 · EIN 33-3000333 | Other Fees | $7,853 |
MAYER HOFFMAN MCCANN P.C.2 years Service code 99 · EIN 43-1947695 | Other Fees | $5,000 |
Service code 99 · EIN 71-0294708 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,591 | $56,152-52.6% | $185,861-85.7% | $73,412-63.8% |
| Participation rate | 45.1% | 67.6%-22.4pp | 78.0%-32.9pp | 72.2%-27.0pp |
| Annual return | 16.33% | 17.59%-1.3pp | 35.96%-19.6pp | 59.30%-43.0pp |
| Employer contribution / active EE | $1,060 | $1,532-30.8% | $4,088-74.1% | $2,234-52.6% |
| Participant deferral / active EE | $3,269 | $3,659-10.7% | $5,634-42.0% | $3,806-14.1% |
| Admin fee / account holder | $104 | $132-21.1% | $9,503-98.9% | $158-34.0% |