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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 65-0498809 8657 BAYPINE RD BLDG 5 STE 200 · JACKSONVILLE, FL 32256 | Contract Administrator | $32,307 |
Filed as: ROBEIN URANN SPENCER PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE STE 400 · METAIRIE, LA 70009 | Legal | $30,978 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 1205 WESTLAKES DR STE 100 · BERWYNCHASE, PA 19312 | Investment Management | $8,112 |
DENNIS G. JENKINS, CPA,LLC7+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN BLDG 500 · KENNESAW, GA 30152 | Accounting | $4,500 |
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 | $9,216 | $76,774-88.0% | $112,249-91.8% | $77,906-88.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -18.39% | -10.25%-8.1pp | 27.48%-45.9pp | 12.16%-30.5pp |
| Employer contribution / active EE | $1,340 | $3,977-66.3% | $3,636-63.2% | $2,846-52.9% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $162 | $239-32.4% | $6,412-97.5% | $133+21.8% |