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| Provider | Service type | Compensation |
|---|---|---|
SIGMA FINANCIAL CORPORATION8 years Service code 49 · EIN 38-2472555 | Other Services | $14,419 |
THE VANGUARD GROUP, INC.8 years Filed as: THE VANGUARD GROUP INC Service code 13 · EIN 23-1945930 | Contract Administrator | $13,084 |
THE OLDENBURG COMPANY INC8 years Service code 49 · EIN 38-2658667 | Other Services | $3,000 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $838 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,468 | $79,184-50.2% | $102,438-61.5% | $74,546-47.1% |
| Participation rate | 44.4% | 74.8%-30.4pp | 76.5%-32.1pp | 67.2%-22.8pp |
| Annual return | 14.84% | 54.95%-40.1pp | 29.37%-14.5pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $983 | $2,362-58.4% | $3,024-67.5% | $2,624-62.5% |
| Participant deferral / active EE | $1,792 | $4,414-59.4% | $5,054-64.5% | $4,347-58.8% |
| Admin fee / account holder | $266 | $2,001-86.7% | $9,448-97.2% | $1,944-86.3% |