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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,361 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,522 |
TRAVELLER & COMPANY LLC1 year Filed as: TRAVELLER & COMPANY Service code 10 · EIN 87-0668060 | Accounting | $5,960 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,107 | $95,542-86.3% | $69,483-81.1% | $67,582-80.6% |
| Participation rate | 63.6% | 79.4%-15.8pp | 74.6%-11.0pp | 71.3%-7.7pp |
| Annual return | 2.39% | 17.67%-15.3pp | 28.99%-26.6pp | 378.57%-376.2pp |
| Employer contribution / active EE | $1,668 | $2,989-44.2% | $2,780-40.0% | $2,148-22.3% |
| Participant deferral / active EE | $1,591 | $3,263-51.2% | $3,537-55.0% | $3,539-55.1% |
| Admin fee / account holder | $121 | $90+34.8% | $3,841-96.8% | $142-14.9% |