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| Provider | Service type | Compensation |
|---|---|---|
WABASH CAPITAL2 years Service code 27 2901 OHIO BLVD · TERRE HAUTE, IN 47803 | Advisory (Plan) | $33,782 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,477 |
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 | $13,331 | $69,305-80.8% | $82,312-83.8% | $69,631-80.9% |
| Participation rate | 59.2% | 80.3%-21.1pp | 76.9%-17.7pp | 70.7%-11.5pp |
| Annual return | 15.47% | 21.47%-6.0pp | 25.88%-10.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $595 | $1,887-68.5% | $2,428-75.5% | $2,032-70.7% |
| Participant deferral / active EE | $915 | $3,568-74.4% | $3,706-75.3% | $3,224-71.6% |
| Admin fee / account holder | $99 | $97+2.2% | $5,608-98.2% | $110-10.1% |