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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESTMAKER & PETREY Service code 27 · EIN 26-4149969 | Advisory (Plan) | $18,659 |
BARBICH HOOPER KING DILL HOFFMAN1+ years Service code 15 · EIN 95-3705481 | Recordkeeping | $3,675 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPAN Service code 15 · EIN 39-0989781 | Recordkeeping | $420 |
BARBICH HOOPER KING DILL HOFFMAN1+ years Filed as: BARBICH HOOPER KING KILL HOFFMAN Service code 15 · EIN 95-3705481 | Recordkeeping | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,162 | $65,263-70.6% | $90,223-78.8% | $55,191-65.3% |
| Participation rate | 40.7% | 79.0%-38.3pp | 79.0%-38.3pp | 69.2%-28.4pp |
| Annual return | -1.06% | 2.81%-3.9pp | 1.31%-2.4pp | 10.78%-11.8pp |
| Employer contribution / active EE | $0 | $4,153-100.0% | $4,378-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,599 | $5,564-71.3% | $5,792-72.4% | $3,046-47.5% |
| Admin fee / account holder | $107 | $116-8.0% | $7,406-98.6% | $91+17.7% |