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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 350 N CLARK ST · CHICAGO, IL 60654 | Investment Management | $6,673 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,616 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 17 · EIN 81-3989034 101 BRADFORD ROAD · WEXFORD, PA 15090 | Pension Consulting | $1,200 |
ANCHOR CAPITAL ADVISORS LLC5 years Filed as: ANCHOR 3(16) FIDUCIARY SOLUTIONS LL Service code 31 · EIN 32-0512992 STONEWOOD COMMONS 1 · WEXFORD, PA 15090 | Named fiduciary; Direct payment from ... | $800 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,949 | $112,932-29.2% | $103,065-22.4% | $74,478+7.3% |
| Participation rate | 60.5% | 80.8%-20.2pp | 80.6%-20.0pp | 67.2%-6.7pp |
| Annual return | 14.53% | 23.24%-8.7pp | 23.95%-9.4pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $1,379 | $4,881-71.8% | $4,675-70.5% | $2,626-47.5% |
| Participant deferral / active EE | $4,932 | $7,279-32.3% | $6,625-25.6% | $4,350+13.4% |
| Admin fee / account holder | $226 | $1,707-86.8% | $9,349-97.6% | $1,946-88.4% |