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| Provider | Service type | Compensation |
|---|---|---|
MOMENTUM ADVISORS1 year Filed as: MOMENTUM INDEPENDENT NETWORK INC Service code 26 · EIN 75-1853605 717 N HARWOOD STREET STE 3400 · DALLAS, TX 75201 | Advisory (Participants) | $8,090 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $11,756 | $73,532-84.0% | $178,505-93.4% | $74,478-84.2% |
| Participation rate | 59.4% | 66.6%-7.2pp | 77.1%-17.8pp | 67.2%-7.9pp |
| Annual return | 16.74% | 17.49%-0.8pp | 27.16%-10.4pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $123 | $2,221-94.4% | $3,955-96.9% | $2,626-95.3% |
| Participant deferral / active EE | $1,985 | $4,519-56.1% | $6,280-68.4% | $4,350-54.4% |
| Admin fee / account holder | $88 | $1,813-95.1% | $10,428-99.2% | $1,946-95.5% |