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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,333 |
Filed as: BERNARD ROBINSON & COMPANY, L.L.P. Service code 10 PO BOX 19608 · GREENSBORO, NC 274199608 | Accounting | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,689 | $69,012-80.2% | $160,009-91.4% | $68,486-80.0% |
| Participation rate | 94.3% | 65.4%+28.9pp | 78.0%+16.4pp | 67.9%+26.4pp |
| Annual return | -19.69% | -9.65%-10.0pp | 408.85%-428.5pp | -7.85%-11.8pp |
| Employer contribution / active EE | $955 | $2,212-56.8% | $4,225-77.4% | $2,597-63.2% |
| Participant deferral / active EE | $4,686 | $4,212+11.3% | $6,183-24.2% | $4,028+16.4% |
| Admin fee / account holder | $164 | $4,798-96.6% | $8,715-98.1% | $5,404-97.0% |