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| Provider | Service type | Compensation |
|---|---|---|
DAHMS & YARIAN INC3 years Filed as: DAHMS & YARIAN INC. Service code 10 · EIN 35-1524427 110 S. COLUMBIA ST. · WARSAW, IN 46580 | Accounting | $0 |
EDWARD JONES9 years Service code 55 118 S. MAIN ST. · GOSHEN, IN 46527 | Other Commissions | $0 |
FACTS, INC.2 years Filed as: FACTS INC Service code 13 · EIN 35-1278046 P.O. BOX 369 · CRAWFORDSVILLE, IN 47933 | Contract Administrator | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,486 | $89,123-80.4% | $102,460-82.9% | $77,762-77.5% |
| Participation rate | 48.1% | 80.9%-32.8pp | 76.5%-28.4pp | 70.6%-22.5pp |
| Annual return | 10.79% | 25.05%-14.3pp | 29.47%-18.7pp | 31.27%-20.5pp |
| Employer contribution / active EE | $503 | $2,700-81.4% | $3,025-83.4% | $2,728-81.5% |
| Participant deferral / active EE | $1,217 | $5,148-76.4% | $5,056-75.9% | $4,651-73.8% |
| Admin fee / account holder | $253 | $236+7.4% | $9,460-97.3% | $433-41.5% |