| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION SERVICES, LLC Service code 49 · EIN 71-0294708 | Other Services | $44,931 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 | Other Fees | $21,353 |
CLEAR INVESTMENT RESEARCH, LLC2+ years Filed as: CLEAR CREEK FINANCIAL MANAGEMENT Service code 99 · EIN 46-5392613 | Other Fees | $15,941 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 06-1375177 | Other Commissions | $10,878 |
Filed as: SOUDERS FINANCIAL ADVISORS Service code 99 | Other Fees | $1,330 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 99 | Other Fees | $1,194 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,854 | $122,585-78.1% | $184,256-85.4% | $200,096-86.6% |
| Participation rate | 65.1% | 86.9%-21.8pp | 86.8%-21.7pp | 72.0%-6.9pp |
| Annual return | 100.69% | 144.12%-43.4pp | 28.85%+71.8pp | 34.26%+66.4pp |
| Employer contribution / active EE | $880 | $4,571-80.7% | $6,427-86.3% | $3,038-71.0% |
| Participant deferral / active EE | $1,527 | $7,972-80.8% | $9,133-83.3% | $5,090-70.0% |
| Admin fee / account holder | $140 | $120+16.6% | $13,899-99.0% | $269-48.0% |