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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $44,859 |
VERUS5+ years Service code 28 · EIN 91-1320111 | Investment Management | $37,167 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN LP Service code 10 · EIN 41-0746749 | Accounting | $17,250 |
Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 12 · EIN 01-0233346 | Claims processing; Investment managem... | $10,318 |
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.
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 | $93,570 | $51,288+82.4% | $81,988+14.1% | $73,415+27.5% |
| Participation rate | 48.1% | 64.0%-15.9pp | 69.3%-21.2pp | 72.2%-24.1pp |
| Annual return | 4.45% | 29.48%-25.0pp | 41.32%-36.9pp | 59.30%-54.8pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,499-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,381 | $2,715+24.5% | $3,723-9.2% | $3,806-11.2% |
| Admin fee / account holder | $259 | $125+106.5% | $5,666-95.4% | $158+63.9% |