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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $22,313 |
CADARET GRANT & CO INC1 year Filed as: CADARET, GRANT & CO.M INC. Service code 27 · EIN 22-2361254 | Advisory (Plan) | $6,793 |
OPOC.US3 years Service code 15 · EIN 87-4188556 | Recordkeeping | $6,627 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $690 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $21 |
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.)
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,098 | $66,459-77.3% | $81,353-81.4% | $77,736-80.6% |
| Participation rate | 13.4% | 68.7%-55.3pp | 69.5%-56.1pp | 70.6%-57.1pp |
| Annual return | 10.70% | 15.95%-5.2pp | 24.82%-14.1pp | 31.26%-20.6pp |
| Employer contribution / active EE | $490 | $2,156-77.3% | $2,464-80.1% | $2,728-82.0% |
| Participant deferral / active EE | $604 | $3,674-83.6% | $3,885-84.4% | $4,651-87.0% |
| Admin fee / account holder | $308 | $585-47.3% | $5,766-94.7% | $433-28.8% |