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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAMMERMAN, GRAF, HUGHES & CO Service code 10 · EIN 20-4370737 | Accounting | $10,000 |
TWG BENEFITS, INC.2+ years Filed as: TWG BENEFITS Service code 15 · EIN 36-4028918 | Recordkeeping | $6,162 |
BROWER INSURANCE2+ years Service code 26 · EIN 26-3237576 | Advisory (Participants) | $5,552 |
DYNAMIC PENSION SERVICES, INC.2+ years Filed as: DYNAMIC PENSION SERVICES INC Service code 15 · EIN 31-1585572 | Recordkeeping | $5,495 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,647 | $32,425+53.1% | $74,577-33.4% | $55,167-10.0% |
| Participation rate | 23.7% | 54.0%-30.3pp | 68.1%-44.4pp | 69.0%-45.2pp |
| Annual return | 4.79% | 10.63%-5.8pp | 20.47%-15.7pp | 169.23%-164.4pp |
| Employer contribution / active EE | $144 | $1,043-86.2% | $2,525-94.3% | $1,963-92.7% |
| Participant deferral / active EE | $872 | $1,995-56.3% | $3,458-74.8% | $3,054-71.4% |
| Admin fee / account holder | $720 | $748-3.8% | $4,138-82.6% | $504+42.9% |