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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 50 · EIN 11-3665754 | Direct Payment | $13,566 |
CARTER PRINTING1 year Filed as: CARTER THOMPSON INC Service code 27 201 ASHLEY ST. E · DOUGLAS, GA 315335303 | Advisory (Plan) | $6,943 |
UNITED OF OMAHA7+ years Service code 50 · EIN 47-0322111 | Direct Payment | $1,700 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,897 | $88,890-69.7% | $102,423-73.7% | $77,643-65.4% |
| Participation rate | 14.9% | 80.9%-66.0pp | 76.5%-61.6pp | 70.6%-55.7pp |
| Annual return | 12.59% | 24.98%-12.4pp | 29.32%-16.7pp | 31.24%-18.7pp |
| Employer contribution / active EE | $470 | $2,698-82.6% | $3,023-84.4% | $2,726-82.8% |
| Participant deferral / active EE | $633 | $5,145-87.7% | $5,053-87.5% | $4,647-86.4% |
| Admin fee / account holder | $173 | $235-26.6% | $9,451-98.2% | $430-59.8% |