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| Provider | Service type | Compensation |
|---|---|---|
FUTUREBENEFITS OF AMERICA1+ years Service code 13 · EIN 62-1751967 | Contract Administrator | $24,400 |
INTEGRITY ASSET MANAGEMENT1+ years Filed as: INTEGRITY FINANCIAL CORPORATION Service code 27 · EIN 32-0123516 | Advisory (Plan) | $20,131 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,269 | $80,177-79.7% | $123,894-86.9% | $57,658-71.8% |
| Participation rate | 17.4% | 74.4%-57.0pp | 81.4%-64.0pp | 70.2%-52.8pp |
| Annual return | 5.45% | 17.90%-12.4pp | 47.52%-42.1pp | 5.13%+0.3pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,337 | $5,130-54.4% | $5,984-60.9% | $3,061-23.6% |
| Admin fee / account holder | $296 | $106+178.8% | $8,357-96.5% | $95+213.6% |