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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EGSI INVESTMENT MANAGEMENT INC Service code 26 6001 TAIN DR · DUBLIN, OH 43016 | Advisory (Participants) | $5,923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,039 | $54,757+9.6% | $90,300-33.5% | $72,983-17.7% |
| Participation rate | 21.8% | 65.1%-43.3pp | 73.3%-51.4pp | 69.5%-47.6pp |
| Annual return | 17.33% | 30.63%-13.3pp | 78.11%-60.8pp | 81.01%-63.7pp |
| Employer contribution / active EE | $298 | $2,092-85.8% | $2,854-89.6% | $2,440-87.8% |
| Participant deferral / active EE | $615 | $2,887-78.7% | $3,884-84.2% | $3,608-82.9% |
| Admin fee / account holder | $1,418 | $3,972-64.3% | $5,353-73.5% | $5,124-72.3% |