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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,037 |
ERP SOUTHWEST LLC1 year Service code 13 · EIN 92-1711496 | Contract Administrator | $18,678 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $10,774 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,113 | $79,223-62.0% | $102,460-70.6% | $74,478-59.6% |
| Participation rate | 86.6% | 74.8%+11.8pp | 76.5%+10.0pp | 67.2%+19.3pp |
| Annual return | 9.92% | 54.98%-45.1pp | 29.47%-19.6pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $708 | $2,363-70.1% | $3,025-76.6% | $2,626-73.1% |
| Participant deferral / active EE | $1,418 | $4,417-67.9% | $5,056-71.9% | $4,350-67.4% |
| Admin fee / account holder | $388 | $2,003-80.6% | $9,460-95.9% | $1,946-80.1% |