Filed April 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,575 |
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) | $5,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,250 |
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 | $6,552 | $104,544-93.7% | $96,564-93.2% | $80,187-91.8% |
| Participation rate | 97.1% | 86.4%+10.7pp | 76.0%+21.1pp | 72.9%+24.1pp |
| Annual return | 53.90% | 21.79%+32.1pp | 25.89%+28.0pp | 40.40%+13.5pp |
| 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 | $27 | $107-74.9% | $8,256-99.7% | $145-81.5% |