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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $114,413 |
REHMANN ROBSON6 years Filed as: REHMANN FINANCIAL GROUP LLC Service code 27 · EIN 38-3567911 | Advisory (Plan) | $40,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,547-100.0% | $102,492-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 17.2%-17.2pp | 12.2%-12.2pp | 43.9%-43.9pp |
| Annual return | 2.10% | 3.49%-1.4pp | 5.16%-3.1pp | 13.05%-10.9pp |
| Employer contribution / active EE | $25,730 | $33,977-24.3% | $26,459-2.8% | $37,647-31.7% |
| Participant deferral / active EE | $0 | $43-100.0% | $79-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $30,946-100.0% |