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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) | $6,377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $61,802 | $60,128+2.8% | $90,440-31.7% | $79,852-22.6% |
| Participation rate | 27.4% | 65.0%-37.6pp | 72.7%-45.3pp | 69.6%-42.2pp |
| Annual return | 9.57% | 71.95%-62.4pp | 1294.38%-1284.8pp | 31.72%-22.1pp |
| Employer contribution / active EE | $430 | $2,068-79.2% | $3,263-86.8% | $2,471-82.6% |
| Participant deferral / active EE | $831 | $2,939-71.7% | $3,964-79.0% | $3,740-77.8% |
| Admin fee / account holder | $817 | $3,977-79.5% | $5,615-85.4% | $5,306-84.6% |