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| Provider | Service type | Compensation |
|---|---|---|
MAGNESS FINANCIAL GROUP, LLC5+ years Service code 27 210 NORTH STATE LINE AVENUE · TEXARKANA, AR 71854 | Advisory (Plan) | $16,305 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $9,233 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,542 | $58,655-12.1% | $91,994-44.0% | $65,186-20.9% |
| Participation rate | 39.8% | 75.3%-35.4pp | 78.6%-38.8pp | 70.2%-30.4pp |
| Annual return | 15.95% | 33.92%-18.0pp | 69.04%-53.1pp | 29.39%-13.4pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,213 | $5,474-77.8% | $5,924-79.5% | $3,514-65.5% |
| Admin fee / account holder | $491 | $434+13.1% | $7,744-93.7% | $847-42.0% |