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| Provider | Service type | Compensation |
|---|---|---|
ARISTA WEALTH MANAGEMENT1 year Service code 27 · EIN 20-5148461 | Advisory (Plan) | $16,724 |
HCS RETIREMENT SERVICES, LLC2+ years Service code 15 · EIN 20-1684241 | Recordkeeping | $9,491 |
GILBERT AND STEWART1 year Filed as: GILBERT & STEWART Service code 10 · EIN 87-0403149 | Accounting | $6,750 |
TRUENORTH WEALTH1 year Filed as: TRUENORTH WEALTH MANAGEMENT Service code 27 · EIN 20-5636795 | Advisory (Plan) | $5,050 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,126 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,546 | $80,177-61.9% | $123,894-75.3% | $57,658-47.0% |
| Participation rate | 42.5% | 74.4%-32.0pp | 81.4%-38.9pp | 70.2%-27.8pp |
| Annual return | 8.50% | 17.90%-9.4pp | 47.52%-39.0pp | 5.13%+3.4pp |
| Employer contribution / active EE | $1,086 | $2,913-62.7% | $4,617-76.5% | $1,974-45.0% |
| Participant deferral / active EE | $1,780 | $5,130-65.3% | $5,984-70.3% | $3,061-41.8% |
| Admin fee / account holder | $225 | $106+111.3% | $8,357-97.3% | $95+137.6% |