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| Provider | Service type | Compensation |
|---|---|---|
EFFICIENET ADVISORS2 years Service code 28 6338 SNIDER RD UNIT 135 · MASON, OH 45040 | Investment Management | $19,097 |
CSD ADVISORS, PLLC1 year Filed as: CSD FINANCIAL LLC Service code 27 219 RUTLEDGE ST STE 3C · BROOKLYN, NY 11211 | Advisory (Plan) | $18,356 |
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT SERVICES Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $6,589 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,967 | $47,135+52.7% | $149,717-51.9% | $74,440-3.3% |
| Participation rate | 18.0% | 63.4%-45.4pp | 78.8%-60.8pp | 70.7%-52.8pp |
| Annual return | 14.53% | 22.75%-8.2pp | 134.41%-119.9pp | 34.37%-19.8pp |
| Employer contribution / active EE | $0 | $1,906-100.0% | $4,820-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,584 | $2,728-41.9% | $5,682-72.1% | $4,529-65.0% |
| Admin fee / account holder | $292 | $343-14.9% | $13,213-97.8% | $348-16.2% |