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| Provider | Service type | Compensation |
|---|---|---|
BANKERS LIFE ADVISORY SERVICES, INC4 years Service code 26 · EIN 47-1590388 | Advisory (Participants) | $23,406 |
JULY BUSINESS SERVICES4 years Service code 13 · EIN 74-2715820 | Contract Administrator | $11,203 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,226 | $71,516+19.2% | $98,439-13.4% | $71,457+19.3% |
| Participation rate | 51.6% | 72.7%-21.1pp | 75.2%-23.6pp | 67.9%-16.4pp |
| Annual return | 16.94% | 32.41%-15.5pp | 21.16%-4.2pp | 28.85%-11.9pp |
| Employer contribution / active EE | $640 | $2,399-73.3% | $3,048-79.0% | $2,588-75.3% |
| Participant deferral / active EE | $2,498 | $4,109-39.2% | $4,738-47.3% | $4,289-41.7% |
| Admin fee / account holder | $427 | $1,675-74.5% | $8,948-95.2% | $1,587-73.1% |