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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS,INC Service code 16 · EIN 47-5476782 | Consulting | $23,236 |
WHITE NELSON DIEHL EVANS LLP3 years Filed as: WHITE NELSON DEIHL EVANS LLP Service code 10 · EIN 33-0686301 | Accounting | $6,033 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,296 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,236 | $99,957-78.8% | $149,730-85.8% | $73,493-71.1% |
| Participation rate | 57.2% | 75.7%-18.5pp | 82.5%-25.3pp | 70.7%-13.5pp |
| Annual return | 16.73% | 53.87%-37.1pp | 276.70%-260.0pp | 28.51%-11.8pp |
| Employer contribution / active EE | $720 | $3,191-77.4% | $4,645-84.5% | $2,270-68.3% |
| Participant deferral / active EE | $2,106 | $6,073-65.3% | $6,843-69.2% | $3,740-43.7% |
| Admin fee / account holder | $83 | $551-85.0% | $9,310-99.1% | $513-83.9% |