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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,874 |
DUNCAN WILLIAMS ASSET MANAGEMENT3+ years Service code 27 · EIN 41-1138132 | Advisory (Plan) | $22,113 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,926 | $89,123-55.2% | $102,460-61.0% | $77,762-48.7% |
| Participation rate | 33.0% | 80.9%-47.9pp | 76.5%-43.5pp | 70.6%-37.6pp |
| Annual return | 21.16% | 25.05%-3.9pp | 29.47%-8.3pp | 31.27%-10.1pp |
| Employer contribution / active EE | $1,023 | $2,700-62.1% | $3,025-66.2% | $2,728-62.5% |
| Participant deferral / active EE | $1,679 | $5,148-67.4% | $5,056-66.8% | $4,651-63.9% |
| Admin fee / account holder | $282 | $236+19.4% | $9,460-97.0% | $433-35.0% |