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| Provider | Service type | Compensation |
|---|---|---|
Service code 66 | Insurance mortality and expense charg... | $6,132 |
DYNAMIC PENSION SERVICES, INC.4+ years Filed as: DYNAMIC PENSION SERVICES Service code 50 · EIN 31-1585572 | Direct Payment | $5,688 |
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 52 · EIN 35-0145825 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,918 | $45,082-29.2% | $69,464-54.1% | $72,975-56.3% |
| Participation rate | 35.8% | 68.5%-32.7pp | 74.6%-38.8pp | 69.5%-33.7pp |
| Annual return | 4.43% | 22.66%-18.2pp | 28.98%-24.5pp | 81.01%-76.6pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,003 | $2,604-61.5% | $3,536-71.6% | $3,608-72.2% |
| Admin fee / account holder | $69 | $3,057-97.8% | $3,840-98.2% | $5,124-98.7% |