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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 | $89,123-57.4% | $102,460-63.0% | $77,762-51.2% |
| Participation rate | 64.6% | 80.9%-16.3pp | 76.5%-11.9pp | 70.6%-6.0pp |
| Annual return | 12.69% | 25.05%-12.4pp | 29.47%-16.8pp | 31.27%-18.6pp |
| Employer contribution / active EE | $1,147 | $2,700-57.5% | $3,025-62.1% | $2,728-58.0% |
| Participant deferral / active EE | $2,023 | $5,148-60.7% | $5,056-60.0% | $4,651-56.5% |
| Admin fee / account holder | $177 | $236-25.0% | $9,460-98.1% | $433-59.1% |