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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,297 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $16,209 |
FARMER & BETTS3 years Filed as: FARMER & BETTS, INC Service code 13 · EIN 94-3322438 | Contract Administrator | $11,640 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,322 | $45,022-74.9% | $85,126-86.7% | $77,714-85.4% |
| Participation rate | 0.0% | 48.7%-48.7pp | 67.5%-67.5pp | 70.6%-70.6pp |
| Annual return | 12.00% | 79.38%-67.4pp | 66.63%-54.6pp | 31.26%-19.3pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $2,731-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $572 | $2,811-79.6% | $4,523-87.4% | $4,649-87.7% |
| Admin fee / account holder | $105 | $913-88.5% | $6,160-98.3% | $433-75.7% |