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| Provider | Service type | Compensation |
|---|---|---|
THE FINWAY GROUP1 year Service code 14 · EIN 42-1468222 5625 MILLS CIVIC PARKWAY STE 101 · W DES MOINES, IA 50266 | Plan Administrator | $3,688 |
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $3,170 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $777 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $121 |
Filed as: GREAT WEST LIFE & ANNUTITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,262 | $66,813-71.2% | $100,528-80.8% | $73,493-73.8% |
| Participation rate | 39.8% | 77.5%-37.7pp | 79.4%-39.6pp | 70.7%-30.9pp |
| Annual return | 21.64% | 25.70%-4.1pp | 30.90%-9.3pp | 28.51%-6.9pp |
| Employer contribution / active EE | $642 | $2,147-70.1% | $3,419-81.2% | $2,270-71.7% |
| Participant deferral / active EE | $1,470 | $5,883-75.0% | $6,271-76.6% | $3,740-60.7% |
| Admin fee / account holder | $151 | $512-70.6% | $8,084-98.1% | $513-70.6% |