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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $204,569 |
Service code 16 · EIN 43-1451524 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Consulting | $65,000 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $32,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,957 | $71,142+72.8% | $119,634+2.8% | $64,824+89.7% |
| Participation rate | 57.0% | 78.6%-21.6pp | 79.3%-22.3pp | 71.5%-14.5pp |
| Annual return | -15.96% | -10.01%-6.0pp | -14.98%-1.0pp | 32.84%-48.8pp |
| Employer contribution / active EE | $1,953 | $2,497-21.8% | $4,232-53.9% | $2,507-22.1% |
| Participant deferral / active EE | $4,415 | $4,490-1.7% | $5,601-21.2% | $4,311+2.4% |
| Admin fee / account holder | $228 | $162+40.6% | $10,329-97.8% | $188+21.4% |