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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 29 SAWYER RD · WALTHAM, MA 02453 | Investment Management | $5,954 |
NATIONWIDE1 year Service code 15 · EIN 63-0813240 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,907 |
PLANTECH, LLP1 year Filed as: PLANTECH LLP Service code 14 · EIN 72-1386027 2205 CAHABA VALLEY DRIVE · BIRMINGHAM, AL 35242 | Plan Administrator | $300 |
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.
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 | $13,316 | $52,961-74.9% | $172,755-92.3% | $65,185-79.6% |
| Participation rate | 30.4% | 66.2%-35.8pp | 82.6%-52.2pp | 70.2%-39.8pp |
| Annual return | 23.56% | 30.12%-6.6pp | 802.94%-779.4pp | 29.38%-5.8pp |
| Employer contribution / active EE | $304 | $2,190-86.1% | $5,144-94.1% | $2,177-86.0% |
| Participant deferral / active EE | $614 | $2,471-75.1% | $5,198-88.2% | $3,514-82.5% |
| Admin fee / account holder | $203 | $472-56.9% | $13,955-98.5% | $847-76.0% |