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| Provider | Service type | Compensation |
|---|---|---|
CFO4LIFE1+ years Service code 27 · EIN 20-4413352 | Advisory (Plan) | $1,629,557 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,880 |
INWEST RETIREMENT SOLUTIONS1+ years Service code 15 · EIN 75-2408441 | Recordkeeping | $1,450 |
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 | $21,219 | $57,921-63.4% | $84,753-75.0% | $57,658-63.2% |
| Participation rate | 18.5% | 72.9%-54.5pp | 76.6%-58.1pp | 70.2%-51.8pp |
| Annual return | 4.38% | 10.24%-5.9pp | 22.78%-18.4pp | 5.13%-0.8pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $298 | $2,742-89.1% | $3,712-92.0% | $3,061-90.2% |
| Admin fee / account holder | $452 | $130+248.7% | $5,333-91.5% | $95+378.3% |