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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $13,545 |
Filed as: INDEP FINANCIAL SERVICES Service code 27 · EIN 59-3331424 | Advisory (Plan) | $12,025 |
Filed as: ADMIN GROUP DBA TAG RESOURCES Service code 27 · EIN 62-1874769 | Advisory (Plan) | $11,170 |
Filed as: AXA EQUITABLE LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $1,090 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,611 | $91,710-66.6% | $67,560-54.7% | $77,762-60.6% |
| Participation rate | 47.5% | 76.0%-28.5pp | 72.9%-25.4pp | 70.6%-23.1pp |
| Annual return | 16.68% | 14.88%+1.8pp | 3533.50%-3516.8pp | 31.27%-14.6pp |
| Employer contribution / active EE | $617 | $3,187-80.7% | $2,737-77.5% | $2,728-77.4% |
| Participant deferral / active EE | $1,204 | $3,911-69.2% | $4,004-69.9% | $4,651-74.1% |
| Admin fee / account holder | $228 | $245-7.0% | $3,994-94.3% | $433-47.4% |