Filed June 30, 2022
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| Provider | Service type | Compensation |
|---|---|---|
COHN REZNICK LLP4 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $18,541 |
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: FREEMAN RETIREMENT PLAN CONSULTING Service code 49 · EIN 27-0212300 | Other Services | $0 |
MORNINGSTAR6 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 99 · EIN 04-2442399 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,145 | $86,897-21.6% | $151,639-55.1% | $64,819+5.1% |
| Participation rate | 94.9% | 87.3%+7.6pp | 87.5%+7.4pp | 71.5%+23.4pp |
| Annual return | -15.24% | -3.57%-11.7pp | 3.34%-18.6pp | 32.84%-48.1pp |
| Employer contribution / active EE | $2,820 | $4,010-29.7% | $6,165-54.3% | $2,507+12.5% |
| Participant deferral / active EE | $6,954 | $6,690+3.9% | $8,363-16.9% | $4,311+61.3% |
| Admin fee / account holder | $79 | $153-48.2% | $11,613-99.3% | $188-57.8% |