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| Provider | Service type | Compensation |
|---|---|---|
SES ADVISORS, INC.1+ years Service code 15 555 CITY AVENUE SUITE 910 · BALA CYNWYD, PA 19004 | Recordkeeping | $26,028 |
LUBBOCK NATIONAL BANK1+ years Service code 21 4006 82ND STREET · LUBBOCK, TX 79423 | Bank Trustee | $12,500 |
THE BVA GROUP1+ years Filed as: BVA GROUP Service code 34 7250 DALLAS PARKWAY SUITE 200 · PLANO, TX 75024 | Valuation (appraisals, etc.) | $5,000 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,999 | $168,231-98.8% | $67,834-97.1% | $63,975-96.9% |
| Participation rate | 36.2% | 66.8%-30.6pp | 68.8%-32.6pp | 71.1%-34.9pp |
| Annual return | -5.36% | 11.76%-17.1pp | 138.47%-143.8pp | 48.65%-54.0pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $2,403-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $0 | $2,827-100.0% | $3,160-100.0% | $3,356-100.0% |
| Admin fee / account holder | $32 | $81-59.8% | $4,622-99.3% | $70-54.0% |