| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC1 year Filed as: TAG ADVISORS Service code 99 · EIN 42-1445429 | Other Fees | $872 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $49 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $49 |
Filed as: CAMBRIDGE INVESTMENT GROUP INC Service code 99 · EIN 39-1897480 | Other Fees | $0 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 99 · EIN 20-1665305 | Other Fees | $0 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 99 · EIN 42-1445429 | Other Fees | $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,800 | $102,661-71.9% | $151,634-81.0% | $66,954-57.0% |
| Participation rate | 61.3% | 85.5%-24.2pp | 87.5%-26.2pp | 69.8%-8.5pp |
| Annual return | 3214.87% | -10.81%+3225.7pp | 3.32%+3211.5pp | 1.57%+3213.3pp |
| Employer contribution / active EE | $1,051 | $4,184-74.9% | $6,165-83.0% | $2,545-58.7% |
| Participant deferral / active EE | $3,296 | $6,645-50.4% | $8,363-60.6% | $4,239-22.3% |
| Admin fee / account holder | $600 | $630-4.8% | $11,614-94.8% | $594+1.1% |