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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES7+ years Service code 28 · EIN 58-2432390 | Investment Management | $30,676 |
Service code 19 1801 EAST 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $20,537 |
BLITMAN & KING7+ years Service code 29 · EIN 16-1047304 | Legal | $19,471 |
BONADIO & CO., LLP7+ years Service code 10 · EIN 16-1131146 | Accounting | $13,480 |
BMO HARRIS BANK NA3 years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $5,656 |
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 | $14,828 | $64,176-76.9% | $112,263-86.8% | $66,949-77.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -6.99% | -13.80%+6.8pp | 27.49%-34.5pp | 1.57%-8.6pp |
| Employer contribution / active EE | $3,803 | $3,007+26.5% | $3,636+4.6% | $2,545+49.4% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $268 | $626-57.2% | $6,410-95.8% | $594-54.9% |