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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONSOLIDATED FINANCIAL MANAGEMENT G Service code 99 · EIN 31-1612116 | Other Fees | $21,399 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $18,618 |
Participant 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).
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 | $19,345 | $72,770-73.4% | $67,652-71.4% | $55,191-64.9% |
| Participation rate | 95.0% | 78.8%+16.2pp | 75.7%+19.3pp | 69.2%+25.8pp |
| Annual return | 0.71% | -3.26%+4.0pp | 6625.40%-6624.7pp | 10.78%-10.1pp |
| Employer contribution / active EE | $727 | $1,769-58.9% | $2,266-67.9% | $1,899-61.7% |
| Participant deferral / active EE | $1,140 | $3,408-66.6% | $3,560-68.0% | $3,046-62.6% |
| Admin fee / account holder | $33 | $79-58.6% | $4,821-99.3% | $91-64.0% |