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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $55,374 |
SLEVIN & HART, P.C.2+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $53,457 |
CONSULTING ACTUARIAL GROUP, INC.2+ years Filed as: C&R CONSULTING, INC. Service code 14 · EIN 13-3935364 | Plan Administrator | $29,617 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $10,187 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $5,619 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,010 | $51,244-84.4% | $80,977-90.1% | $55,167-85.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.0%+31.0pp |
| Annual return | -0.39% | 17.39%-17.8pp | 17.11%-17.5pp | 169.23%-169.6pp |
| Employer contribution / active EE | $1,845 | $1,770+4.2% | $3,715-50.3% | $1,963-6.0% |
| Participant deferral / active EE | $0 | $4,418-100.0% | $5,696-100.0% | $3,054-100.0% |
| Admin fee / account holder | $132 | $398-66.9% | $5,517-97.6% | $504-73.8% |