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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Service code 55 118 S MAIN ST STE 1 · GOSHEN, IN 46527 | Other Commissions | $11,470 |
DAHMS & YARIAN INC6+ years Service code 10 110 SOUTH COLUMBIA STREET · WARSAW, IN 46580 | Accounting | $10,194 |
INNOVATIVE PENSION CONSULTING6+ years Service code 13 PO BOX 255 · ROANOKE, IN 46783 | Contract Administrator | $6,270 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,133 | $73,638-65.9% | $95,960-73.8% | $73,493-65.8% |
| Participation rate | 30.6% | 76.2%-45.6pp | 77.1%-46.5pp | 70.7%-40.1pp |
| Annual return | -12.93% | 16.78%-29.7pp | 91.63%-104.6pp | 28.51%-41.4pp |
| Employer contribution / active EE | $329 | $1,863-82.3% | $2,541-87.1% | $2,270-85.5% |
| Participant deferral / active EE | $995 | $3,617-72.5% | $4,167-76.1% | $3,740-73.4% |
| Admin fee / account holder | $205 | $482-57.6% | $6,797-97.0% | $513-60.1% |