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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $10,547 |
RELIANCE TRUST COMPANY2+ years Filed as: RELIANCE TRUST COMP Service code 25 | Directed Trustee | $400 |
Filed as: ENVESTNET RETIREMENT FINANCIAL Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY2+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,099 | $37,213-32.6% | $156,551-84.0% | $63,975-60.8% |
| Participation rate | 8.2% | 65.0%-56.8pp | 84.0%-75.8pp | 71.1%-62.9pp |
| Annual return | 4.13% | 47.89%-43.8pp | 32.23%-28.1pp | 48.65%-44.5pp |
| Employer contribution / active EE | $73 | $1,357-94.6% | $5,501-98.7% | $2,182-96.7% |
| Participant deferral / active EE | $207 | $2,070-90.0% | $4,871-95.8% | $3,356-93.8% |
| Admin fee / account holder | $35 | $56-38.2% | $13,028-99.7% | $70-50.6% |