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| Provider | Service type | Compensation |
|---|---|---|
BROWER INSURANCE1+ years Filed as: BROWER INVESTMENT ADVISORS, LLC Service code 27 · EIN 26-0623681 409 E. MONUMENT AVENUE, SUITE 400 · DAYTON, OH 45402 | Advisory (Plan) | $9,937 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,361 | $47,969-70.1% | $85,969-83.3% | $52,331-72.6% |
| Participation rate | 74.2% | 61.7%+12.5pp | 76.5%-2.3pp | 68.1%+6.1pp |
| Annual return | 0.21% | -0.13%+0.3pp | 9.32%-9.1pp | 4.54%-4.3pp |
| Employer contribution / active EE | $194 | $1,460-86.7% | $3,474-94.4% | $1,882-89.7% |
| Participant deferral / active EE | $1,325 | $2,110-37.2% | $3,829-65.4% | $3,022-56.2% |
| Admin fee / account holder | $143 | $530-73.0% | $6,053-97.6% | $592-75.8% |