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| Provider | Service type | Compensation |
|---|---|---|
FRINGE BENEFIT GROUP1+ years Service code 15 11910 ANDERSON MILL ROAD · AUSTIN, TX 78726 | Recordkeeping | $16,338 |
Filed as: TRANSAMERICA Service code 13 4333 EDGEWOOD ROAD · CEDAR RAPIDS, IA 52499 | Contract Administrator | $8,389 |
NOVUS ADVISORS1+ years Service code 27 · EIN 80-0717897 | Advisory (Plan) | $6,005 |
SPECIALIZED PLAN ADMINISTRATORS1+ years Service code 15 · EIN 90-0713048 | Recordkeeping | $5,117 |
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,296 | $46,745-84.4% | $60,547-87.9% | $52,331-86.1% |
| Participation rate | 91.9% | 58.6%+33.3pp | 68.0%+24.0pp | 68.1%+23.8pp |
| Annual return | 4.22% | 0.61%+3.6pp | 335.64%-331.4pp | 4.54%-0.3pp |
| Employer contribution / active EE | $3,935 | $1,259+212.6% | $2,419+62.7% | $1,882+109.1% |
| Participant deferral / active EE | $15 | $2,145-99.3% | $3,328-99.6% | $3,022-99.5% |
| Admin fee / account holder | $138 | $537-74.3% | $4,536-97.0% | $592-76.7% |