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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: NORTH AMERICAN PENSION SERVICES LLC Service code 16 2542 S ROCHESTER RD · ROCHESTER HILLS, MI 48307 | Consulting | $143,835 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 16 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Consulting | $110,873 |
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $24,825 |
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.
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 | $29,489 | $83,057-64.5% | $143,799-79.5% | $89,433-67.0% |
| Participation rate | 18.5% | 74.0%-55.6pp | 80.3%-61.8pp | 71.3%-52.8pp |
| Annual return | -17.42% | -13.97%-3.4pp | -0.04%-17.4pp | -11.88%-5.5pp |
| Employer contribution / active EE | $402 | $2,095-80.8% | $4,952-91.9% | $3,021-86.7% |
| Participant deferral / active EE | $763 | $4,281-82.2% | $5,638-86.5% | $5,125-85.1% |
| Admin fee / account holder | $168 | $83+101.9% | $14,677-98.9% | $79+111.0% |