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| Provider | Service type | Compensation |
|---|---|---|
THE GREENE GROUP1 year Service code 27 · EIN 63-0803591 | Advisory (Plan) | $25,551 |
ULLICO1 year Filed as: UNION BANK Service code 18 20 LOWER MAIN STREET · MORRISVILLE, VT 05661 | Custodial (other than securities) | $9,407 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER Service code 10 · EIN 13-1639826 | Accounting | $6,160 |
Filed as: CREATIVE PLAN DESIGNS Service code 15 · EIN 11-2515970 | Recordkeeping | $5,065 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,267 | $49,177-10.0% | $79,466-44.3% | $64,173-31.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.80% | -1.16%-4.6pp | 718.28%-724.1pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,950 | $2,076+42.1% | $2,800+5.4% | $2,381+23.9% |
| Participant deferral / active EE | $698 | $2,821-75.3% | $3,704-81.1% | $3,470-79.9% |
| Admin fee / account holder | $3,143 | $3,839-18.1% | $5,104-38.4% | $4,887-35.7% |