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| Provider | Service type | Compensation |
|---|---|---|
ALLEN, GIBBS & HOULIK, L.C.3+ years Filed as: ALLEN GIBBS AND HOULIK, LC Service code 15 · EIN 48-1032601 | Recordkeeping | $9,881 |
AGH WEALTH ADVISORS, LLC2 years Service code 26 · EIN 26-2107684 | Advisory (Participants) | $9,596 |
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 | $20,855 | $51,466-59.5% | $78,778-73.5% | $62,293-66.5% |
| Participation rate | 56.3% | 59.8%-3.5pp | 69.2%-12.9pp | 69.5%-13.2pp |
| Annual return | 33.72% | 19.96%+13.8pp | 35.62%-1.9pp | 28.90%+4.8pp |
| Employer contribution / active EE | $126 | $827-84.8% | $1,986-93.7% | $2,042-93.9% |
| Participant deferral / active EE | $2,292 | $2,147+6.8% | $2,958-22.5% | $3,169-27.7% |
| Admin fee / account holder | $145 | $489-70.4% | $5,134-97.2% | $479-69.8% |