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| Provider | Service type | Compensation |
|---|---|---|
HOWITT & ASSOCIATES3+ years Service code 34 · EIN 01-5365671 | Valuation (appraisals, etc.) | $18,940 |
SES ADVISORS, INC.3+ years Service code 64 · EIN 04-3760707 | Recordkeeping Fees | $8,704 |
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 | $22,543 | $71,192-68.3% | $117,861-80.9% | $62,293-63.8% |
| Participation rate | 98.8% | 74.2%+24.6pp | 79.7%+19.2pp | 69.5%+29.3pp |
| Annual return | 207.26% | 18.66%+188.6pp | 335.11%-127.8pp | 28.90%+178.4pp |
| Employer contribution / active EE | $877 | $1,934-54.6% | $3,786-76.8% | $2,042-57.0% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $135 | $587-77.1% | $8,021-98.3% | $479-71.9% |