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| Provider | Service type | Compensation |
|---|---|---|
ACUMEN WEALTH ADVISORS1+ years Filed as: ACUMEN WEALTH AVISORS, LLC Service code 26 · EIN 45-3959629 | Advisory (Participants) | $12,550 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $6,627 |
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.
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 | $33,031 | $52,467-37.0% | $57,196-42.2% | $55,167-40.1% |
| Participation rate | 38.6% | 75.8%-37.3pp | 75.3%-36.8pp | 69.0%-30.4pp |
| Annual return | 6.40% | 7.72%-1.3pp | 14.59%-8.2pp | 169.23%-162.8pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $775 | $2,830-72.6% | $3,096-75.0% | $3,054-74.6% |
| Admin fee / account holder | $204 | $269-24.1% | $3,141-93.5% | $504-59.5% |