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| Provider | Service type | Compensation |
|---|---|---|
MALONEY & NOVOTNY LLC3 years Filed as: MALONEY + NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $12,650 |
Filed as: MCCREADY & KEENE (ONEAMERICA CO.) Service code 14 · EIN 35-0500670 | Plan Administrator | $7,210 |
JOHNSON BANK2 years Filed as: JOHNSON INVESTMENT COUNSEL Service code 27 · EIN 31-1801770 | Advisory (Plan) | $5,714 |
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 | $17,090 | $73,019-76.6% | $90,766-81.2% | $68,490-75.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -10.53% | -13.81%+3.3pp | -12.16%+1.6pp | -7.85%-2.7pp |
| Employer contribution / active EE | $3,880 | $2,193+76.9% | $2,922+32.8% | $2,597+49.4% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $201 | $5,897-96.6% | $8,446-97.6% | $5,403-96.3% |