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| Provider | Service type | Compensation |
|---|---|---|
ACUMEN WEALTH ADVISORS2+ years Filed as: ACUMEN WEALTH AVISORS, LLC Service code 26 · EIN 45-3959629 | Advisory (Participants) | $12,379 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $10,175 |
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.
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 | $30,487 | $57,976-47.4% | $63,018-51.6% | $62,293-51.1% |
| Participation rate | 27.7% | 75.9%-48.3pp | 74.8%-47.1pp | 69.5%-41.9pp |
| Annual return | 13.37% | 17.54%-4.2pp | 87.62%-74.2pp | 28.90%-15.5pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $720 | $2,956-75.6% | $3,330-78.4% | $3,169-77.3% |
| Admin fee / account holder | $205 | $276-25.5% | $3,601-94.3% | $479-57.1% |