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| Provider | Service type | Compensation |
|---|---|---|
ANDREWS HOOPER PAVLIK PLC2 years Filed as: ANDREW HOOPER PAVLIK PLC Service code 10 · EIN 38-3133790 | Accounting | $15,943 |
MIDWEST PENSION ACTUARIES, INC.5+ years Service code 15 · EIN 38-2065641 | Recordkeeping | $2,232 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,190 | $52,953-20.3% | $172,739-75.6% | $65,185-35.3% |
| Participation rate | 50.9% | 66.2%-15.3pp | 82.6%-31.8pp | 70.2%-19.3pp |
| Annual return | 16.12% | 30.12%-14.0pp | 802.84%-786.7pp | 29.38%-13.3pp |
| Employer contribution / active EE | $973 | $2,190-55.6% | $5,143-81.1% | $2,177-55.3% |
| Participant deferral / active EE | $1,950 | $2,471-21.1% | $5,198-62.5% | $3,514-44.5% |
| Admin fee / account holder | $18 | $472-96.2% | $13,954-99.9% | $847-97.9% |