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| Provider | Service type | Compensation |
|---|---|---|
THE GREENE GROUP2 years Service code 27 · EIN 63-0803591 | Advisory (Plan) | $24,976 |
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $10,600 |
ULLICO2 years Filed as: UNION BANK Service code 18 20 LOWER MAIN STREET · MORRISVILLE, VT 05661 | Custodial (other than securities) | $9,471 |
CREATIVE PLAN DESIGNS, LTD2 years Filed as: CREATIVE PLAN DESIGNS Service code 15 · EIN 11-2515970 | Recordkeeping | $5,805 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,263 | $54,757-19.2% | $90,304-51.0% | $72,975-39.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 13.70% | 30.63%-16.9pp | 78.13%-64.4pp | 81.01%-67.3pp |
| Employer contribution / active EE | $3,100 | $2,093+48.1% | $2,855+8.6% | $2,440+27.0% |
| Participant deferral / active EE | $765 | $2,887-73.5% | $3,885-80.3% | $3,608-78.8% |
| Admin fee / account holder | $2,705 | $3,973-31.9% | $5,354-49.5% | $5,124-47.2% |