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| Provider | Service type | Compensation |
|---|---|---|
CUTTER & COMPANY, INC10+ years Filed as: CUTTER & COMPANY, INC. Service code 33 15415 CLAYTON RD · BALLWIN, MO 63011 | Securities brokerage | $0 |
DEFINITI LLC3 years Service code 15 · EIN 85-0833363 3 HOLLAND DRIVE · ERIE, PA 16507 | Recordkeeping | $0 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: HANLON INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 22-3723068 3393 BARGAINTOWN ROAD · EGG HARBOR TWP, NJ 08234 | Investment Management | $0 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
NATIONWIDE10+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,241 | $42,909-15.5% | $152,093-76.2% | $71,012-49.0% |
| Participation rate | 14.0% | 54.7%-40.7pp | 77.8%-63.8pp | 58.6%-44.5pp |
| Annual return | 11.75% | 30.57%-18.8pp | 66.36%-54.6pp | 37.67%-25.9pp |
| Employer contribution / active EE | $254 | $1,369-81.5% | $4,175-93.9% | $2,348-89.2% |
| Participant deferral / active EE | $465 | $1,904-75.6% | $5,451-91.5% | $3,246-85.7% |
| Admin fee / account holder | $54 | $1,014-94.7% | $14,497-99.6% | $1,167-95.4% |