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| Provider | Service type | Compensation |
|---|---|---|
ESTEP HOPE & WEBER MANAGEMENT2+ years Service code 20 · EIN 27-1302700 | Trustee (individual) | $0 |
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,164 | $42,546-57.3% | $71,796-74.7% | $55,167-67.1% |
| Participation rate | 100.0% | 59.1%+40.9pp | 69.1%+30.9pp | 69.0%+31.0pp |
| Annual return | 4.80% | 12.36%-7.6pp | 78.04%-73.2pp | 169.23%-164.4pp |
| Employer contribution / active EE | $2,798 | $803+248.2% | $1,924+45.4% | $1,963+42.5% |
| Participant deferral / active EE | $685 | $2,064-66.8% | $2,794-75.5% | $3,054-77.6% |
| Admin fee / account holder | $111 | $650-82.9% | $4,815-97.7% | $504-77.9% |