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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $176,146 |
MONARCH PLAN ADVISORS2 years Service code 27 · EIN 46-3919960 | Advisory (Plan) | $56,972 |
PENSION ASSURANCE LLP2 years Filed as: PENSION ASSURANCE Service code 10 · EIN 30-0840934 | Accounting | $25,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,893 |
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.
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 | $64,877 | $153,743-57.8% | $197,124-67.1% | $103,975-37.6% |
| Participation rate | 65.5% | 91.1%-25.6pp | 86.7%-21.2pp | 72.5%-7.0pp |
| Annual return | 21.43% | 17.60%+3.8pp | 44.34%-22.9pp | 19.41%+2.0pp |
| Employer contribution / active EE | $1,903 | $5,424-64.9% | $6,227-69.4% | $3,722-48.9% |
| Participant deferral / active EE | $5,801 | $9,152-36.6% | $9,135-36.5% | $5,343+8.6% |
| Admin fee / account holder | $130 | $131-0.8% | $16,298-99.2% | $332-60.8% |