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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $9,186 |
Service code 28 · EIN 13-3089070 | Investment Management | $7,375 |
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $6,310 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $5,259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,675 | $106,236-88.1% | $112,263-88.7% | $64,824-80.4% |
| Participation rate | 57.7% | 71.7%-14.0pp | 75.1%-17.4pp | 71.5%-13.8pp |
| Annual return | -17.91% | -6.02%-11.9pp | 27.49%-45.4pp | 32.84%-50.8pp |
| Employer contribution / active EE | $0 | $3,167-100.0% | $3,636-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,172 | $3,786-42.6% | $4,729-54.1% | $4,311-49.6% |
| Admin fee / account holder | $103 | $452-77.1% | $6,410-98.4% | $188-45.0% |