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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SANSIVERI, KIMBALL MCNAMEE Service code 10 50 HOLDEN STREET · PROVIDENCE, RI 02908 | Accounting | $12,700 |
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $9,677 |
EMPIRE VALUATION1 year Filed as: EMPIRE VALUATION CONSULTANTS Service code 34 · EIN 20-0558284 | Direct payment from the plan; Valuati... | $8,530 |
ROBERT HUCKINS2+ years Service code 20 19404 CAMINO DEL AQUILA DR · ESCONDIDO, CA 92025 | Trustee (individual); Direct payment ... | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,876 | $85,766-86.2% | $136,298-91.3% | $70,126-83.1% |
| Participation rate | 98.9% | 74.2%+24.8pp | 81.9%+17.0pp | 69.5%+29.4pp |
| Annual return | 5.82% | 31.46%-25.6pp | 5156.27%-5150.5pp | 73.15%-67.3pp |
| Employer contribution / active EE | $434 | $2,966-85.4% | $4,696-90.8% | $2,343-81.5% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $239 | $5,421-95.6% | $9,244-97.4% | $4,645-94.9% |