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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $68,433 |
TMCE LLP1 year Filed as: TMCE, LLP Service code 10 · EIN 37-1719327 | Accounting | $9,750 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,598 | $139,767-60.2% | $153,741-63.8% | $200,096-72.2% |
| Participation rate | 19.4% | 85.1%-65.7pp | 77.1%-57.7pp | 72.0%-52.6pp |
| Annual return | 182.77% | 20.59%+162.2pp | 15.71%+167.1pp | 34.26%+148.5pp |
| Employer contribution / active EE | $484 | $6,517-92.6% | $5,042-90.4% | $3,038-84.1% |
| Participant deferral / active EE | $1,303 | $8,055-83.8% | $6,757-80.7% | $5,090-74.4% |
| Admin fee / account holder | $276 | $98+182.2% | $12,749-97.8% | $269+2.6% |