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| Provider | Service type | Compensation |
|---|---|---|
SES ADVISORS, INC.2+ years Service code 15 555 CITY AVENUE SUITE 910 · BALA CYNWYD, PA 19004 | Recordkeeping | $29,027 |
LUBBOCK NATIONAL BANK2+ years Service code 21 4006 82ND STREET · LUBBOCK, TX 79423 | Bank Trustee | $18,875 |
THE BVA GROUP2+ years Filed as: BVA GROUP Service code 34 7250 DALLAS PARKWAY SUITE 200 · PLANO, TX 75024 | Valuation (appraisals, etc.) | $5,900 |
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 | $2,185 | $65,292-96.7% | $71,671-97.0% | $77,958-97.2% |
| Participation rate | 31.2% | 67.4%-36.2pp | 68.7%-37.6pp | 71.6%-40.5pp |
| Annual return | 7.69% | 21.25%-13.6pp | 20.65%-13.0pp | 20.87%-13.2pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $2,460-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $3,008-100.0% | $3,438-100.0% | $3,537-100.0% |
| Admin fee / account holder | $43 | $84-48.8% | $5,558-99.2% | $97-55.6% |