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| Provider | Service type | Compensation |
|---|---|---|
EMBREE FINANCIAL GROUP1+ years Service code 28 440 N. WELLS, SUITE 530 · CHICAGO, IL 60654 | Investment Management | $9,061 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT Service code 15 7519 NORTH INGRAM AVENUE · FRESNO, CA 937115884 | Recordkeeping | $3,640 |
Filed as: FIDELITY Service code 19 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Securities Custodian | $849 |
Filed as: ALLIANCE PENSION CONSULTANTS Service code 16 · EIN 36-4389114 | Consulting | $613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,453 | $52,519-74.4% | $155,789-91.4% | $59,633-77.4% |
| Participation rate | 40.7% | 61.7%-21.0pp | 76.1%-35.4pp | 68.7%-28.0pp |
| Annual return | -5.33% | 53.51%-58.8pp | 71.54%-76.9pp | 2041.45%-2046.8pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,412 | $3,084-54.2% | $4,798-70.6% | $3,192-55.7% |
| Admin fee / account holder | $192 | $3,540-94.6% | $7,477-97.4% | $4,297-95.5% |