Filed January 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MEEDER ADVISORY SERVICES, INC. Service code 99 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Other Fees | $455 |
Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 13 · EIN 48-0890241 | Contract Administrator | $100 |
Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,319 | $54,573-4.1% | $90,970-42.5% | $73,497-28.8% |
| Participation rate | 36.5% | 61.2%-24.7pp | 69.0%-32.5pp | 70.7%-34.2pp |
| Annual return | 9.58% | 16.69%-7.1pp | 134.60%-125.0pp | 28.51%-18.9pp |
| Employer contribution / active EE | $715 | $991-27.9% | $2,122-66.3% | $2,270-68.5% |
| Participant deferral / active EE | $1,326 | $2,517-47.3% | $3,373-60.7% | $3,740-64.5% |
| Admin fee / account holder | $0 | $521-100.0% | $5,961-100.0% | $513-100.0% |