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| Provider | Service type | Compensation |
|---|---|---|
TRUTINA FINANCIAL1+ years Service code 27 · EIN 20-2951773 | Advisory (Plan) | $30,760 |
PENTEGRA SERVICES, INC.1+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $29,484 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,798 | $86,341-70.1% | $125,195-79.4% | $65,186-60.4% |
| Participation rate | 70.0% | 75.3%-5.4pp | 79.8%-9.8pp | 70.2%-0.2pp |
| Annual return | 17.14% | 27.44%-10.3pp | 43.79%-26.7pp | 29.39%-12.2pp |
| Employer contribution / active EE | $1,199 | $2,040-41.2% | $3,866-69.0% | $2,177-44.9% |
| Participant deferral / active EE | $2,761 | $3,538-22.0% | $4,937-44.1% | $3,514-21.4% |
| Admin fee / account holder | $294 | $609-51.8% | $9,704-97.0% | $847-65.3% |