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| Provider | Service type | Compensation |
|---|---|---|
LJI WEALTH MANAGEMENT, LLC5 years Service code 26 6569 CARROLLTON AVE · INDIANAPOLIS, IN 46220 | Advisory (Participants) | $49,541 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,205 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 9265 COUNSELOR'S ROW · INDIANAPOLIS, IN 462406402 | Claims processing; Contract Administr... | $22,875 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 12 PO BOX 632886 · CINCINNATI, OH 452632886 | Recordkeeping and information managem... | $16,246 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,306 | $122,585-69.6% | $184,256-79.8% | $200,096-81.4% |
| Participation rate | 40.9% | 86.9%-46.1pp | 86.8%-45.9pp | 72.0%-31.1pp |
| Annual return | 17.39% | 144.12%-126.7pp | 28.85%-11.5pp | 34.26%-16.9pp |
| Employer contribution / active EE | $399 | $4,571-91.3% | $6,427-93.8% | $3,038-86.9% |
| Participant deferral / active EE | $1,953 | $7,972-75.5% | $9,133-78.6% | $5,090-61.6% |
| Admin fee / account holder | $126 | $120+5.1% | $13,899-99.1% | $269-53.1% |