Filed March 6, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ERBEN ASSOCIATES LLC1 year Filed as: ERBEN ASSOCIATES Service code 99 · EIN 90-1141327 | Other Fees | $3,110 |
Filed as: LEAFHOUSE FINANCIAL Service code 99 · EIN 26-4311657 | Other Fees | $311 |
ALLIANCE BENEFIT GROUP1 year Service code 49 · EIN 76-0500416 | Other Services | $279 |
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.
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 | $11,879 | $46,332-74.4% | $143,797-91.7% | $64,824-81.7% |
| Participation rate | 11.9% | 64.2%-52.4pp | 80.3%-68.4pp | 71.5%-59.6pp |
| Annual return | 33.07% | -10.05%+43.1pp | -0.04%+33.1pp | 32.84%+0.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $415 | $2,647-84.3% | $5,638-92.6% | $4,311-90.4% |
| Admin fee / account holder | $126 | $154-17.8% | $14,679-99.1% | $188-32.7% |