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| Provider | Service type | Compensation |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN, P.C Service code 99 · EIN 11-1000111 | Other Fees | $13,598 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 99 · EIN 33-3000033 | Other Fees | $4,167 |
DEFINITI LLC2 years Service code 49 | Other Services | $0 |
Service code 49 · EIN 71-0294708 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,813 | $50,458-42.9% | $160,037-82.0% | $64,824-55.6% |
| Participation rate | 32.7% | 68.0%-35.3pp | 78.0%-45.3pp | 71.5%-38.8pp |
| Annual return | -17.22% | -13.42%-3.8pp | 408.95%-426.2pp | 32.84%-50.1pp |
| Employer contribution / active EE | $949 | $1,722-44.9% | $4,226-77.5% | $2,507-62.2% |
| Participant deferral / active EE | $3,007 | $4,004-24.9% | $6,184-51.4% | $4,311-30.2% |
| Admin fee / account holder | $66 | $706-90.6% | $8,716-99.2% | $188-64.8% |