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| Provider | Service type | Compensation |
|---|---|---|
JOANN MARINO2 years Service code 25 1706 LYNBROOKE DRIVE · YARDLEY, PA 19067 | Directed Trustee | $25,000 |
PRAIRIE CAPITAL ADVISORS4+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Direct ... | $20,500 |
SES ADVISORS, INC.1 year Filed as: SES ADVISORS Service code 15 · EIN 04-3760707 | Recordkeeping | $16,247 |
Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $12,600 |
KATZ, SAPPER & MILLER4+ years Service code 10 · EIN 35-1090346 | Accounting | $11,250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,284 | $65,118-81.1% | $76,767-84.0% | $55,725-78.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | 15.61% | -1.27%+16.9pp | 2.43%+13.2pp | 244.93%-229.3pp |
| Employer contribution / active EE | $1,263 | $1,941-34.9% | $2,485-49.2% | $2,078-39.2% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $161 | $116+39.1% | $6,675-97.6% | $115+39.9% |