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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTH AMERICAN KTRADE ALLIANCE LLC Service code 10 · EIN 32-0169227 | Accounting | $8,597 |
CENTRAL NATIONAL BANK2+ years Service code 24 · EIN 48-1174053 | Discretionary Trustee | $6,482 |
Service code 10 · EIN 48-0890241 | Accounting | $2,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,306 | $36,916-85.6% | $156,551-96.6% | $57,658-90.8% |
| Participation rate | 25.2% | 63.4%-38.2pp | 84.0%-58.8pp | 70.2%-45.0pp |
| Annual return | 3.57% | 12.38%-8.8pp | 32.23%-28.7pp | 5.13%-1.6pp |
| Employer contribution / active EE | $205 | $1,571-86.9% | $5,501-96.3% | $1,974-89.6% |
| Participant deferral / active EE | $594 | $1,926-69.1% | $4,871-87.8% | $3,061-80.6% |
| Admin fee / account holder | $121 | $82+46.4% | $13,028-99.1% | $95+27.7% |