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| Provider | Service type | Compensation |
|---|---|---|
PREFERRED PENSION SOLUTIONS2 years Filed as: PREFERRED PENSION SOLUTIONS, LLC Service code 10 · EIN 81-0608685 | Accounting | $31,945 |
Filed as: TROWEPRICE RETIREMENT PLAN SERV INC Service code 25 · EIN 52-1714114 | Directed Trustee | $18,188 |
Filed as: WEALTH ALLIANCE ADVISORY GROUP LLC Service code 26 · EIN 82-3558532 | Advisory (Participants) | $6,428 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,165 | $50,902-93.8% | $155,534-98.0% | $77,736-95.9% |
| Participation rate | 62.5% | 63.1%-0.6pp | 78.2%-15.7pp | 70.6%-8.1pp |
| Annual return | 9.96% | 34.85%-24.9pp | 64.92%-55.0pp | 31.26%-21.3pp |
| Employer contribution / active EE | $204 | $1,991-89.7% | $4,675-95.6% | $2,728-92.5% |
| Participant deferral / active EE | $821 | $2,824-70.9% | $5,630-85.4% | $4,651-82.3% |
| Admin fee / account holder | $81 | $437-81.4% | $15,900-99.5% | $433-81.2% |