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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 · EIN 36-4291971 | Advisory (Plan) | $17,081 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $10,641 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $8,412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,133 | $79,438-23.0% | $106,551-42.6% | $79,393-23.0% |
| Participation rate | 52.8% | 74.2%-21.3pp | 76.1%-23.3pp | 70.7%-17.9pp |
| Annual return | 13.70% | 18.27%-4.6pp | 26.80%-13.1pp | 116.87%-103.2pp |
| Employer contribution / active EE | $410 | $2,235-81.6% | $2,819-85.4% | $2,428-83.1% |
| Participant deferral / active EE | $1,515 | $3,824-60.4% | $4,398-65.6% | $4,046-62.6% |
| Admin fee / account holder | $205 | $523-60.9% | $7,408-97.2% | $627-67.3% |