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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 13 · EIN 42-0127729 | Contract Administrator | $16,198 |
Filed as: SANSIVERI, KIMBALL, MCNAMEE Service code 10 · EIN 05-0255779 | Accounting | $12,975 |
EMPIRE VALUATION1 year Service code 34 · EIN 20-0558284 | Direct payment from the plan; Valuati... | $9,175 |
ROBERT HUCKINS3+ years Service code 20 · EIN 01-7205692 | Direct payment from the plan; Trustee... | $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.
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 | $10,304 | $77,817-86.8% | $123,553-91.7% | $64,173-83.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.72% | 12.49%-19.2pp | 119.21%-125.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $544 | $3,014-81.9% | $4,628-88.2% | $2,381-77.1% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $269 | $5,519-95.1% | $9,284-97.1% | $4,887-94.5% |