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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3 years Service code 27 10950 GRANDVIEW DR. · OVERLAND PARK, KS 66210 | Advisory (Plan) | $15,835 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,499 |
FLAGSHIP HARBOR ADVISORS1 year Filed as: FLAGSHIP FINANCIAL ADVISORS Service code 27 5200 MARYLAND WAY · BRENTWOOD, TN 37027 | Advisory (Plan) | $13,776 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,546 | $88,122-76.7% | $141,191-85.4% | $67,579-69.6% |
| Participation rate | 39.0% | 76.5%-37.5pp | 82.5%-43.5pp | 71.3%-32.3pp |
| Annual return | 24.83% | 75.40%-50.6pp | 71.41%-46.6pp | 378.56%-353.7pp |
| Employer contribution / active EE | $1,058 | $3,224-67.2% | $4,736-77.7% | $2,148-50.7% |
| Participant deferral / active EE | $2,035 | $5,958-65.8% | $6,710-69.7% | $3,539-42.5% |
| Admin fee / account holder | $284 | $131+116.8% | $10,264-97.2% | $142+99.4% |