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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTH CAPITAL INC. Service code 26 623 FORT UNION BOULEVARD · MIDVALE, UT 84047 | Advisory (Participants) | $6,844 |
Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $6,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,523 | $45,602-68.2% | $117,533-87.6% | $66,938-78.3% |
| Participation rate | 61.9% | 57.6%+4.3pp | 70.6%-8.7pp | 69.8%-7.9pp |
| Annual return | -18.52% | -16.74%-1.8pp | 29.77%-48.3pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,158 | $1,579-26.6% | $4,179-72.3% | $2,545-54.5% |
| Participant deferral / active EE | $2,462 | $2,845-13.5% | $4,072-39.5% | $4,238-41.9% |
| Admin fee / account holder | $83 | $661-87.4% | $5,647-98.5% | $594-86.0% |