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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN CONSULTANTS Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $10,613 |
GREEN HASSON JANKS2 years Filed as: GREEN RETIREMENT, INC Service code 27 909 MARINA VILLAGE PARKWAY · ALAMEDA, CA 94501 | Advisory (Plan) | $9,605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,332 | $43,133-39.0% | $89,435-70.6% | $73,497-64.2% |
| Participation rate | 61.9% | 55.0%+6.9pp | 68.0%-6.1pp | 70.7%-8.8pp |
| Annual return | 18.11% | 135.66%-117.5pp | 245.55%-227.4pp | 28.51%-10.4pp |
| Employer contribution / active EE | $215 | $1,438-85.1% | $2,587-91.7% | $2,270-90.6% |
| Participant deferral / active EE | $1,559 | $2,445-36.2% | $3,890-59.9% | $3,740-58.3% |
| Admin fee / account holder | $223 | $444-49.6% | $4,884-95.4% | $513-56.4% |