Filed May 5, 2021
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS CO., INC. Service code 49 · EIN 39-1894140 | Other Services | $0 |
RANGE BANK2 years Service code 99 · EIN 38-0869023 | Other Fees | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,534 | $65,125-97.6% | $143,797-98.9% | $66,949-97.7% |
| Participation rate | 28.4% | 65.2%-36.8pp | 80.3%-51.9pp | 69.8%-41.4pp |
| Annual return | -71.46% | -11.13%-60.3pp | -0.04%-71.4pp | 1.57%-73.0pp |
| Employer contribution / active EE | $29 | $2,362-98.8% | $4,952-99.4% | $2,545-98.9% |
| Participant deferral / active EE | $527 | $2,920-81.9% | $5,638-90.6% | $4,239-87.6% |
| Admin fee / account holder | $113 | $503-77.4% | $14,679-99.2% | $594-80.9% |