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| Provider | Service type | Compensation |
|---|---|---|
ADVISORS MANAGEMENT GROUP3 years Service code 26 · EIN 41-1619602 | Advisory (Participants) | $13,497 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $8,758 |
RETIREMENT STRATEGIES, INC.2 years Filed as: RETIREMENT STRATEGIES LLC Service code 12 · EIN 27-0017183 | Claims processing; Consulting (genera... | $500 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,916 | $72,607-62.9% | $90,749-70.3% | $66,914-59.8% |
| Participation rate | 32.5% | 73.7%-41.2pp | 75.7%-43.2pp | 69.8%-37.3pp |
| Annual return | -13.72% | -12.28%-1.4pp | -12.16%-1.6pp | 1.58%-15.3pp |
| Employer contribution / active EE | $804 | $2,369-66.1% | $2,921-72.5% | $2,544-68.4% |
| Participant deferral / active EE | $1,591 | $3,977-60.0% | $4,564-65.1% | $4,237-62.4% |
| Admin fee / account holder | $184 | $707-73.9% | $8,445-97.8% | $593-68.9% |