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| Provider | Service type | Compensation |
|---|---|---|
PROACCOUNT1 year Service code 64 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping Fees | $13,827 |
Service code 27 · EIN 06-1459306 27 RIVERSIDE AVENUE · WESTPORT, CT 06880 | Advisory (Plan) | $10,202 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES, INC Service code 15 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 14623 | Recordkeeping | $6,200 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,205 | $44,980-75.1% | $85,063-86.8% | $77,692-85.6% |
| Participation rate | 56.9% | 48.6%+8.3pp | 67.5%-10.6pp | 70.6%-13.7pp |
| Annual return | 10.99% | 79.13%-68.1pp | 66.54%-55.6pp | 31.25%-20.3pp |
| Employer contribution / active EE | $1,537 | $1,607-4.4% | $2,727-43.6% | $2,726-43.6% |
| Participant deferral / active EE | $2,232 | $2,804-20.4% | $4,523-50.6% | $4,648-52.0% |
| Admin fee / account holder | $69 | $911-92.4% | $6,155-98.9% | $431-83.9% |