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| Provider | Service type | Compensation |
|---|---|---|
HOWITT & ASSOCIATES2+ years Service code 34 · EIN 01-5365671 | Valuation (appraisals, etc.) | $16,940 |
SES ADVISORS, INC.2+ years Service code 64 · EIN 04-3760707 | Recordkeeping Fees | $8,231 |
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 | $7,282 | $63,924-88.6% | $108,582-93.3% | $55,167-86.8% |
| Participation rate | 99.4% | 74.3%+25.0pp | 79.6%+19.8pp | 69.0%+30.4pp |
| Annual return | 14.62% | 15.31%-0.7pp | -51.70%+66.3pp | 169.23%-154.6pp |
| Employer contribution / active EE | $613 | $1,879-67.4% | $3,758-83.7% | $1,963-68.7% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $127 | $618-79.4% | $7,645-98.3% | $504-74.7% |