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| Provider | Service type | Compensation |
|---|---|---|
EPIQWEST CULVER WEALTH ADVISORS LLC1 year Service code 15 · EIN 84-4906623 | Recordkeeping | $13,450 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,124 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $3,732 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,734 | $69,362-90.3% | $101,248-93.3% | $73,488-90.8% |
| Participation rate | 54.8% | 68.4%-13.6pp | 75.8%-21.0pp | 70.7%-15.9pp |
| Annual return | 2.74% | 18.46%-15.7pp | 46.47%-43.7pp | 28.51%-25.8pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,477 | $3,300-55.2% | $4,370-66.2% | $3,740-60.5% |
| Admin fee / account holder | $169 | $704-75.9% | $5,945-97.2% | $513-67.0% |