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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,323 |
VISIONPOINT ADVISORY GROUP2 years Filed as: VISIONPOINT ADVISORY GROUP LLC Service code 27 · EIN 46-3329350 | Advisory (Plan) | $18,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,150 | $89,123-77.4% | $102,460-80.3% | $77,762-74.1% |
| Participation rate | 62.4% | 80.9%-18.5pp | 76.5%-14.1pp | 70.6%-8.2pp |
| Annual return | 14.95% | 25.05%-10.1pp | 29.47%-14.5pp | 31.27%-16.3pp |
| Employer contribution / active EE | $1,601 | $2,700-40.7% | $3,025-47.1% | $2,728-41.3% |
| Participant deferral / active EE | $3,000 | $5,148-41.7% | $5,056-40.7% | $4,651-35.5% |
| Admin fee / account holder | $174 | $236-26.3% | $9,460-98.2% | $433-59.9% |