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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,512 |
GREGORY J SCHWARTZ & COMPANY INC4+ years Filed as: GREGORY J SCHWARTZ & CO INC Service code 27 · EIN 38-2117812 | Advisory (Plan) | $32,179 |
YEO & YEO PC3 years Service code 10 · EIN 38-2706146 | Accounting | $17,900 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,944 | $88,982-57.4% | $102,438-63.0% | $77,671-51.1% |
| Participation rate | 64.6% | 80.9%-16.3pp | 76.5%-11.9pp | 70.6%-6.0pp |
| Annual return | 12.69% | 25.01%-12.3pp | 29.37%-16.7pp | 31.21%-18.5pp |
| Employer contribution / active EE | $1,147 | $2,698-57.5% | $3,024-62.1% | $2,726-57.9% |
| Participant deferral / active EE | $2,023 | $5,144-60.7% | $5,054-60.0% | $4,648-56.5% |
| Admin fee / account holder | $177 | $236-24.9% | $9,448-98.1% | $430-58.9% |