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| Provider | Service type | Compensation |
|---|---|---|
EDUCATORS FINANCIAL SERVICES INC1+ years Filed as: EDUCATORS FINANCIAL SERVICES Service code 26 440 EMERSON ST N STE 2 · CAMBRIDGE, MN 55008 | Advisory (Participants) | $7,829 |
RUSS BALZARINI1+ years Filed as: RUSS KIMBERLIN, CPA PLLC Service code 10 · EIN 45-5497718 637 S 48TH STREET #201 · TEMPE, AZ 85281 | Accounting | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,757 | $54,320-71.0% | $67,652-76.7% | $52,331-69.9% |
| Participation rate | 34.3% | 73.6%-39.3pp | 75.7%-41.4pp | 68.1%-33.8pp |
| Annual return | -1.10% | 6.81%-7.9pp | 6625.40%-6626.5pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $357 | $2,950-87.9% | $3,560-90.0% | $3,022-88.2% |
| Admin fee / account holder | $142 | $527-73.0% | $4,821-97.1% | $592-76.0% |