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| Provider | Service type | Compensation |
|---|---|---|
AGH WEALTH ADVISORS, LLC1 year Service code 26 · EIN 26-2107684 | Advisory (Participants) | $8,563 |
ALLEN, GIBBS & HOULIK, L.C.2+ years Filed as: ALLEN GIBBS AND HOULIK, LC Service code 15 · EIN 48-1032601 | Recordkeeping | $5,840 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,705 | $42,546-63.1% | $71,796-78.1% | $55,167-71.5% |
| Participation rate | 57.1% | 59.1%-2.1pp | 69.1%-12.0pp | 69.0%-11.9pp |
| Annual return | 11.76% | 12.36%-0.6pp | 78.04%-66.3pp | 169.23%-157.5pp |
| Employer contribution / active EE | $117 | $803-85.4% | $1,924-93.9% | $1,963-94.0% |
| Participant deferral / active EE | $2,026 | $2,064-1.8% | $2,794-27.5% | $3,054-33.7% |
| Admin fee / account holder | $111 | $650-82.9% | $4,815-97.7% | $504-77.9% |