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| Provider | Service type | Compensation |
|---|---|---|
TITLEIST ASSET MANAGEMENT4+ years Service code 28 · EIN 74-1546466 | Investment Management | $18,981 |
BENEFIT CONSULTANTS GROUP4+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $13,355 |
CAVANAUGH NELSON PLC4+ years Service code 10 · EIN 14-1967771 | Accounting | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,450 | $75,388-79.5% | $123,553-87.5% | $55,725-72.3% |
| Participation rate | 26.3% | 75.7%-49.4pp | 82.3%-56.0pp | 70.9%-44.6pp |
| Annual return | -2.77% | 4.48%-7.2pp | 119.21%-122.0pp | 244.93%-247.7pp |
| Employer contribution / active EE | $111 | $3,063-96.4% | $4,628-97.6% | $2,078-94.6% |
| Participant deferral / active EE | $605 | $5,651-89.3% | $6,426-90.6% | $3,356-82.0% |
| Admin fee / account holder | $337 | $120+181.3% | $9,284-96.4% | $115+192.4% |