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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $37,064 |
Filed as: CAMBRIDGE INVESTMENTS Service code 26 · EIN 42-1445429 | Advisory (Participants) | $0 |
HDQ WEALTH, LLC3 years Service code 26 · EIN 84-3440970 | Advisory (Participants) | $0 |
Filed as: ONEDIGITAL INVESTMENTS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $0 |
Filed as: SOUDERS FINANCIAL ADVISORS, LLC. Service code 26 · EIN 82-4516448 | Advisory (Participants) | $0 |
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.
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 | $33,674 | $135,240-75.1% | $170,055-80.2% | $96,393-65.1% |
| Participation rate | 25.2% | 86.5%-61.3pp | 87.0%-61.8pp | 71.3%-46.0pp |
| Annual return | 29.30% | 22.04%+7.3pp | 53.43%-24.1pp | 22.88%+6.4pp |
| Employer contribution / active EE | $535 | $5,029-89.4% | $6,790-92.1% | $3,239-83.5% |
| Participant deferral / active EE | $1,698 | $8,138-79.1% | $10,410-83.7% | $5,455-68.9% |
| Admin fee / account holder | $151 | $85+77.9% | $12,828-98.8% | $74+104.5% |