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| Provider | Service type | Compensation |
|---|---|---|
PURVIS GRAY1 year Filed as: PURVIS, GRAY AND COMPANY, LLP Service code 10 · EIN 59-0548468 507 N. NEW YORK AVENUE · WINTER PARK, FL 32789 | Accounting | $8,000 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 10 · EIN 43-1451524 4860 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Accounting | $5,912 |
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 | $21,376 | $65,437-67.3% | $86,698-75.3% | $66,949-68.1% |
| Participation rate | 52.1% | 75.5%-23.4pp | 76.6%-24.5pp | 69.8%-17.7pp |
| Annual return | -24.90% | -10.91%-14.0pp | 35.96%-60.9pp | 1.57%-26.5pp |
| Employer contribution / active EE | $1,342 | $2,154-37.7% | $2,837-52.7% | $2,545-47.3% |
| Participant deferral / active EE | $2,796 | $4,102-31.8% | $4,656-39.9% | $4,239-34.0% |
| Admin fee / account holder | $260 | $642-59.5% | $7,492-96.5% | $594-56.2% |