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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KTRADE Service code 15 · EIN 27-3169253 1500 N OAK DRIVE · PLYMOUTH, IN 46563 | Recordkeeping | $7,863 |
TOROSO INVESTMENTS1 year Filed as: TOROSO ADVISORY Service code 27 333 W WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $7,645 |
Filed as: RETIREMENT SOLUTIONS ADVISORS Service code 13 420W GRAND AVE · CHICAGO, IL 60054 | Contract Administrator | $585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,198 | $61,356-85.0% | $149,696-93.9% | $71,511-87.1% |
| Participation rate | 51.9% | 62.5%-10.6pp | 78.8%-26.8pp | 67.9%-16.0pp |
| Annual return | 16.17% | 35.86%-19.7pp | 134.46%-118.3pp | 28.86%-12.7pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,464 | $2,920-49.9% | $5,682-74.2% | $4,291-65.9% |
| Admin fee / account holder | $88 | $1,263-93.0% | $13,212-99.3% | $1,588-94.5% |