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| Provider | Service type | Compensation |
|---|---|---|
INSURANCE PROGRAMMERS, INC.1+ years Filed as: INSURANCE PROGRAMMERS, INC Service code 13 · EIN 06-0811449 | Contract Administrator | $41,526 |
Filed as: PRUDENTIAL RETIREMENT INS & AN Service code 19 · EIN 06-1050034 | Securities Custodian | $40,121 |
BAIRD FUNDS1+ years Filed as: ROBERT M CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $20,000 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $15,454 |
Filed as: BUCKLEY, FRAME, BOUDREAU Service code 10 · EIN 06-0931761 | Accounting | $14,134 |
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 | $90,802 | $57,921+56.8% | $84,753+7.1% | $57,658+57.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -0.97% | 10.24%-11.2pp | 22.78%-23.8pp | 5.13%-6.1pp |
| Employer contribution / active EE | $12,010 | $2,598+362.2% | $3,574+236.0% | $1,974+508.5% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $251 | $130+93.9% | $5,333-95.3% | $95+166.0% |