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| Provider | Service type | Compensation |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $13,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,424 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,021 |
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 | $178,462 | $84,493+111.2% | $125,381+42.3% | $66,938+166.6% |
| Participation rate | 96.1% | 76.4%+19.7pp | 82.4%+13.7pp | 69.8%+26.3pp |
| Annual return | -20.29% | -8.49%-11.8pp | 572.31%-592.6pp | 1.58%-21.9pp |
| Employer contribution / active EE | $3,138 | $3,554-11.7% | $4,815-34.8% | $2,545+23.3% |
| Participant deferral / active EE | $11,722 | $6,783+72.8% | $7,448+57.4% | $4,238+176.6% |
| Admin fee / account holder | -$33 | $685-104.9% | $10,007-100.3% | $594-105.6% |