Filed April 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,358 |
JONES & ROTH, PC1 year Filed as: JONES AND ROTH Service code 10 · EIN 93-0819646 | Accounting | $12,900 |
Filed as: GALLAGHER FIDUCIARY Service code 27 · EIN 36-4291971 | Advisory (Plan) | $7,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,300 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,392 | $104,544-91.0% | $96,564-90.3% | $80,187-88.3% |
| Participation rate | 89.7% | 86.4%+3.4pp | 76.0%+13.7pp | 72.9%+16.8pp |
| Annual return | 49.13% | 21.79%+27.3pp | 25.89%+23.2pp | 40.40%+8.7pp |
| Employer contribution / active EE | $0 | $3,527-100.0% | $2,967-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $0 | $6,170-100.0% | $4,852-100.0% | $5,016-100.0% |
| Admin fee / account holder | $28 | $107-73.9% | $8,256-99.7% | $145-80.8% |