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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping Fees | $53,026 |
Filed as: ANCHOR 3(16) FIDUCIARY LLC Service code 13 · EIN 32-0512992 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $22,317 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 1801 CALIFORNIA ST FL 23RD · DENVER, CO 80202 | Advisory (Plan) | $4,004 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,631 | $82,783-89.6% | $133,978-93.6% | $90,274-90.4% |
| Participation rate | 41.3% | 81.3%-40.0pp | 79.8%-38.6pp | 73.4%-32.1pp |
| Annual return | 22.61% | 21.89%+0.7pp | 45.10%-22.5pp | 53.97%-31.4pp |
| Employer contribution / active EE | $92 | $2,388-96.2% | $3,919-97.7% | $2,523-96.4% |
| Participant deferral / active EE | $660 | $4,291-84.6% | $5,047-86.9% | $4,231-84.4% |
| Admin fee / account holder | $48 | $93-47.8% | $8,930-99.5% | $114-57.5% |