Filed April 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-4751585 | Advisory (Participants) | $43,995 |
COHN REZNICK LLP3 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $16,150 |
PASI, LLC2 years Service code 13 · EIN 26-1407927 | Contract Administrator | $11,200 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,431 | $84,948+78.3% | $70,476+114.9% | $73,412+106.3% |
| Participation rate | 56.8% | 79.9%-23.1pp | 75.1%-18.3pp | 72.2%-15.4pp |
| Annual return | 11.58% | 13.39%-1.8pp | 109.12%-97.5pp | 59.30%-47.7pp |
| Employer contribution / active EE | $3,398 | $2,834+19.9% | $2,738+24.1% | $2,234+52.1% |
| Participant deferral / active EE | $3,081 | $3,387-9.0% | $3,710-17.0% | $3,806-19.0% |
| Admin fee / account holder | $47 | $98-51.6% | $3,847-98.8% | $158-69.9% |