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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 51-0232399 1011 CENTRE RD., SUITE 310 · WILMINGTON, DE 19805 | Accounting | $50,250 |
Filed as: SECURITY ADMINISTRATORS,INC. Service code 13 · EIN 16-9201645 100 COURT ST · BINGHAMTON, NY 13901 | Contract Administrator | $9,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $20,374 | $69,774-70.8% | $67,575-69.8% | $74,459-72.6% |
| Participation rate | 97.3% | 71.4%+26.0pp | 72.9%+24.4pp | 67.2%+30.1pp |
| Annual return | 6.72% | -40.53%+47.2pp | 3528.98%-3522.3pp | 1369.70%-1363.0pp |
| Employer contribution / active EE | $4,083 | $2,710+50.6% | $2,736+49.2% | $2,626+55.5% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,003-100.0% | $4,350-100.0% |
| Admin fee / account holder | $317 | $890-64.3% | $3,993-92.0% | $1,945-83.7% |