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| Provider | Service type | Compensation |
|---|---|---|
BARCLAY PLANNING GROUP8+ years Filed as: BARCLAY PLANNING GROUP, LLC Service code 14 · EIN 38-3466149 | Plan Administrator | $66,417 |
BARCLAY PLANNING GROUP2 years Filed as: BARCLAY PLANNING GROUP LLC Service code 49 | Other Services | $9,102 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,299 |
MORNINGSTAR7 years Service code 27 | Advisory (Plan) | $4,246 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,562 | $83,884-67.1% | $64,101-57.0% | $74,460-63.0% |
| Participation rate | 63.7% | 76.6%-12.9pp | 72.3%-8.6pp | 70.7%-7.0pp |
| Annual return | 12.13% | 16.57%-4.4pp | 33.72%-21.6pp | 34.38%-22.2pp |
| Employer contribution / active EE | $1,286 | $3,084-58.3% | $2,749-53.2% | $2,638-51.2% |
| Participant deferral / active EE | $1,747 | $3,692-52.7% | $3,881-55.0% | $4,530-61.4% |
| Admin fee / account holder | $25 | $196-87.4% | $3,070-99.2% | $348-92.9% |