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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HARRIS, HARVEY, NEAL & CO, LLP Service code 27 · EIN 54-0643136 | Advisory (Plan) | $6,822 |
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 | $9,833 | $38,365-74.4% | $84,623-88.4% | $65,185-84.9% |
| Participation rate | 62.5% | 55.7%+6.8pp | 68.2%-5.7pp | 70.2%-7.7pp |
| Annual return | 20.70% | 32.00%-11.3pp | 258.77%-238.1pp | 29.38%-8.7pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,654 | $2,278-27.4% | $3,899-57.6% | $3,514-52.9% |
| Admin fee / account holder | $89 | $451-80.2% | $4,913-98.2% | $847-89.4% |