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| Provider | Service type | Compensation |
|---|---|---|
TRI-STATE ADMINISTRATORS INC1+ years Service code 13 · EIN 22-3478819 | Contract Administrator | $213,518 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $40,000 |
O'BRIEN BELLAND & BUSHINSKY1+ years Filed as: O'BRIEN, BELLAND & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $20,435 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $5,158 |
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 | $2,000 | $21,965-90.9% | $59,496-96.6% | $59,188-96.6% |
| Participation rate | 100.0% | 32.6%+67.4pp | 54.6%+45.4pp | 69.4%+30.6pp |
| Annual return | -1.02% | 22.15%-23.2pp | 182.05%-183.1pp | 5.51%-6.5pp |
| Employer contribution / active EE | $881 | $316+178.5% | $1,153-23.6% | $2,098-58.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $1,829-100.0% | $3,265-100.0% |
| Admin fee / account holder | $40 | $74-45.9% | $2,232-98.2% | $92-56.4% |