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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $101,556 |
RBC WEALTH MANAGEMENT1 year Service code 28 · EIN 41-1416330 | Investment Management | $64,093 |
NEEDLES & ASSOCIATES, LLC10+ years Service code 10 · EIN 51-0435869 | Accounting | $40,099 |
ZENITH AMERICAN SOLUTIONS10+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $16,565 |
MONAGHAN & ASSOCIATES PC2 years Filed as: MONAGHAN WARRICK KING Service code 29 · EIN 73-1462892 | Legal | $8,186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,233 | $241,850-85.8% | $102,437-66.6% | $200,096-82.9% |
| Participation rate | 28.2% | 78.3%-50.1pp | 74.5%-46.3pp | 72.0%-43.8pp |
| Annual return | 12.86% | 17.67%-4.8pp | 24.95%-12.1pp | 34.26%-21.4pp |
| Employer contribution / active EE | $759 | $4,253-82.2% | $3,871-80.4% | $3,038-75.0% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $211 | $288-26.8% | $8,388-97.5% | $269-21.7% |