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| Provider | Service type | Compensation |
|---|---|---|
INNOVATIVE PENSION CONSULTING1+ years Service code 13 PO BOX 255 · ROANOKE, IN 46783 | Contract Administrator | $9,265 |
DAHMS & YARIAN INC1+ years Service code 10 110 SOUTH COLUMBIA STREET · WARSAW, IN 46580 | Accounting | $8,968 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 · EIN 20-3691658 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $2,415 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $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.
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 | $19,684 | $54,320-63.8% | $67,652-70.9% | $52,331-62.4% |
| Participation rate | 27.5% | 73.6%-46.1pp | 75.7%-48.2pp | 68.1%-40.6pp |
| Annual return | 0.18% | 6.81%-6.6pp | 6625.40%-6625.2pp | 4.54%-4.4pp |
| Employer contribution / active EE | $378 | $1,544-75.5% | $2,266-83.3% | $1,882-79.9% |
| Participant deferral / active EE | $1,183 | $2,950-59.9% | $3,560-66.8% | $3,022-60.9% |
| Admin fee / account holder | $145 | $527-72.5% | $4,821-97.0% | $592-75.5% |