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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,350 |
INVESTMENT ADVISORS CORP2 years Filed as: H & H INVESTMENT ADVISORS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $9,002 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $6,086 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,595 | $71,523+15.5% | $98,461-16.1% | $71,511+15.5% |
| Participation rate | 74.9% | 72.7%+2.2pp | 75.2%-0.3pp | 67.9%+6.9pp |
| Annual return | 10.23% | 32.43%-22.2pp | 21.17%-10.9pp | 28.86%-18.6pp |
| Employer contribution / active EE | $869 | $2,399-63.8% | $3,049-71.5% | $2,589-66.4% |
| Participant deferral / active EE | $3,493 | $4,109-15.0% | $4,738-26.3% | $4,291-18.6% |
| Admin fee / account holder | $170 | $1,676-89.8% | $8,961-98.1% | $1,588-89.3% |