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| Provider | Service type | Compensation |
|---|---|---|
401(K) BELAY, LLC5 years Service code 17 · EIN 04-3682160 | Pension Consulting | $759,926 |
NATIONAL BENEFIT SERVICES, LLC7+ years Service code 15 · EIN 20-3886993 | Recordkeeping | $681,599 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $613,684 |
Filed as: WEALTH PLAN INVESTMENT MANAGEMENT, Service code 27 · EIN 85-4122522 | Advisory (Plan) | $65,335 |
HELPSIDE, INC.6 years Service code 35 · EIN 87-0476353 | Employee (plan sponsor) | $14,363 |
Filed as: NATIONAL BENEFIT SERV - 20-3886993 Service code 15 | Recordkeeping | $1,255 |
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.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,586 | $145,513-79.7% | $184,260-83.9% | $99,314-70.2% |
| Participation rate | 60.2% | 90.3%-30.0pp | 86.8%-26.6pp | 71.7%-11.5pp |
| Annual return | 11.56% | 21.25%-9.7pp | 28.84%-17.3pp | 17.67%-6.1pp |
| Employer contribution / active EE | $1,204 | $5,354-77.5% | $6,427-81.3% | $3,264-63.1% |
| Participant deferral / active EE | $2,877 | $8,423-65.8% | $9,133-68.5% | $5,346-46.2% |
| Admin fee / account holder | $265 | $78+241.2% | $13,898-98.1% | $109+142.8% |