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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-1694165 | Advisory (Plan) | $76,334 |
TERRY L. CLARK2+ years Service code 30 · EIN 16-1605797 | Direct payment from the plan; Employe... | $27,810 |
LOCAL 785 WELFARE FUND1 year Service code 50 · EIN 16-6054286 | Direct Payment | $18,812 |
ENNIS HARGADON, LLC2+ years Filed as: ENNIS, HARGADON, LLC Service code 10 · EIN 47-1121653 | Accounting | $10,913 |
DAVID ROMANO1 year Filed as: DAVID A. KLINE, ESQ. Service code 29 7136 EAST GENESSE STREET · FAYETTEVILLE, NY 13066 | Legal | $10,370 |
BONADIO & CO., LLP2+ years Service code 10 · EIN 16-1131146 | Accounting | $5,383 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,390 | $57,921-68.2% | $84,753-78.3% | $57,658-68.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 6.42% | 10.24%-3.8pp | 22.78%-16.4pp | 5.13%+1.3pp |
| Employer contribution / active EE | $5,422 | $2,598+108.7% | $3,574+51.7% | $1,974+174.7% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $161 | $130+24.5% | $5,333-97.0% | $95+70.8% |