Filed July 19, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,479 |
ALEGRIA ASSET MANAGEMENT2 years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $7,806 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,943 | $117,025-86.4% | $91,541-82.6% | $85,563-81.4% |
| Participation rate | 51.4% | 64.2%-12.9pp | 69.8%-18.4pp | 66.0%-14.6pp |
| Annual return | 17.59% | 18.02%-0.4pp | 20.50%-2.9pp | 31.51%-13.9pp |
| Employer contribution / active EE | $1,217 | $2,120-42.6% | $2,505-51.4% | $2,654-54.1% |
| Participant deferral / active EE | $917 | $3,446-73.4% | $4,008-77.1% | $4,375-79.0% |
| Admin fee / account holder | $146 | $1,242-88.2% | $6,956-97.9% | $834-82.4% |