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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-6071399 | Recordkeeping | $19,155 |
ERISA SERVICES, INC.4 years Service code 15 · EIN 62-1200951 | Recordkeeping | $17,828 |
VISIONARY HORIZONS LLC4 years Service code 27 · EIN 26-3061344 | Advisory (Plan) | $8,268 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,775 | $65,960-89.7% | $81,882-91.7% | $77,762-91.3% |
| Participation rate | 70.2% | 65.8%+4.4pp | 72.4%-2.2pp | 70.6%-0.4pp |
| Annual return | 11.58% | 26.64%-15.1pp | 779.47%-767.9pp | 31.27%-19.7pp |
| Employer contribution / active EE | $166 | $2,375-93.0% | $2,916-94.3% | $2,728-93.9% |
| Participant deferral / active EE | $1,710 | $3,505-51.2% | $4,323-60.5% | $4,651-63.2% |
| Admin fee / account holder | $111 | $526-78.9% | $7,360-98.5% | $433-74.3% |