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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $234,800 |
HARTER SECREST & EMERY LLP3 years Service code 29 · EIN 16-0766172 | Legal | $86,533 |
FIDUCIENT ADVISORS LLC3 years Service code 16 · EIN 36-4001764 | Consulting | $83,750 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $26,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,640 | $99,313-45.0% | $97,295-43.8% | $99,313-45.0% |
| Participation rate | 34.6% | 71.7%-37.1pp | 72.7%-38.0pp | 71.7%-37.1pp |
| Annual return | 10.34% | 17.67%-7.3pp | 75.62%-65.3pp | 17.67%-7.3pp |
| Employer contribution / active EE | $972 | $3,264-70.2% | $2,723-64.3% | $3,264-70.2% |
| Participant deferral / active EE | $2,040 | $5,346-61.8% | $4,264-52.2% | $5,346-61.8% |
| Admin fee / account holder | $107 | $109-2.3% | $5,646-98.1% | $109-2.3% |