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| Provider | Service type | Compensation |
|---|---|---|
TWG BENEFITS, INC.1+ years Filed as: TWG BENEFITS Service code 15 · EIN 36-4028918 | Recordkeeping | $5,781 |
DYNAMIC PENSION SERVICES, INC.1+ years Filed as: DYNAMIC PENSION SERVICES INC Service code 15 · EIN 31-1585572 | Recordkeeping | $5,598 |
BROWER INSURANCE1+ years Service code 26 · EIN 26-3237576 | Advisory (Participants) | $5,423 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,822 | $31,109+47.3% | $67,704-32.3% | $52,331-12.4% |
| Participation rate | 25.5% | 54.0%-28.5pp | 67.5%-42.0pp | 68.1%-42.6pp |
| Annual return | 2.18% | 23.70%-21.5pp | 25.41%-23.2pp | 4.54%-2.4pp |
| Employer contribution / active EE | $138 | $1,076-87.2% | $2,559-94.6% | $1,882-92.7% |
| Participant deferral / active EE | $757 | $1,970-61.6% | $3,585-78.9% | $3,022-74.9% |
| Admin fee / account holder | $407 | $466-12.6% | $4,255-90.4% | $592-31.2% |