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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-3089070 | Investment Management | $5,763 |
Service code 14 · EIN 81-0448832 | Plan Administrator | $5,589 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $5,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,309 | $52,884-61.6% | $84,753-76.0% | $55,167-63.2% |
| Participation rate | 40.9% | 67.5%-26.7pp | 76.6%-35.7pp | 69.0%-28.1pp |
| Annual return | 6.08% | 18.03%-12.0pp | 22.78%-16.7pp | 169.23%-163.1pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,240 | $2,644-53.1% | $3,712-66.6% | $3,054-59.4% |
| Admin fee / account holder | $157 | $581-73.0% | $5,333-97.1% | $504-68.9% |