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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $65,069 |
COHNREZNUICK1 year Service code 10 · EIN 22-1478099 | Accounting | $9,000 |
USI CONSULTING GROUP1 year Filed as: USA CONSULTING GROUP Service code 16 · EIN 06-1397347 | Consulting | $8,806 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,721 | $89,435-8.6% | $164,975-50.5% | $77,714+5.2% |
| Participation rate | 92.1% | 78.6%+13.5pp | 78.6%+13.5pp | 70.6%+21.6pp |
| Annual return | 14.63% | 28.82%-14.2pp | 70.12%-55.5pp | 31.26%-16.6pp |
| Employer contribution / active EE | $4,603 | $2,563+79.6% | $4,343+6.0% | $2,727+68.8% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $171 | $340-49.7% | $12,688-98.7% | $433-60.6% |