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| Provider | Service type | Compensation |
|---|---|---|
JRS WEALTH MANAGEMENT2 years Service code 27 5770 GATEWAY · MASON, OH 45040 | Advisory (Plan) | $34,402 |
PAI2 years Service code 13 1201 ENTERPRISE DR. · DE PERE, WI 54115 | Contract Administrator | $31,712 |
PAI2 years Filed as: PAI TRUST Service code 19 3904 W. TECHNOLOGY CIRCLE · SIOUX FALLS, SD 57106 | Securities Custodian | $17,691 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,066 | $82,163-86.5% | $125,381-91.2% | $64,819-82.9% |
| Participation rate | 87.3% | 77.9%+9.4pp | 82.4%+4.9pp | 71.5%+15.8pp |
| Annual return | -18.23% | 3.49%-21.7pp | 572.31%-590.5pp | 32.84%-51.1pp |
| Employer contribution / active EE | $219 | $3,616-94.0% | $4,815-95.5% | $2,507-91.3% |
| Participant deferral / active EE | $2,905 | $7,175-59.5% | $7,448-61.0% | $4,311-32.6% |
| Admin fee / account holder | $130 | $163-20.7% | $10,007-98.7% | $188-31.1% |