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| Provider | Service type | Compensation |
|---|---|---|
ERNST & YOUNG LLP7 years Filed as: ERNEST & YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $41,460 |
ASCENSUS LLC5 years Filed as: ASCENSUS, INC. Service code 13 · EIN 11-3665754 | Contract Administrator | $24,949 |
STEVENS & LEE2 years Service code 29 · EIN 23-1886296 | Legal | $22,264 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT GROUP SECURITIES INC. Service code 17 · EIN 59-3099288 | Pension Consulting | $20,777 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,943 | $112,686-84.1% | $169,993-89.4% | $80,160-77.6% |
| Participation rate | 99.7% | 87.4%+12.3pp | 87.0%+12.7pp | 72.9%+26.7pp |
| Annual return | -1.29% | 67.04%-68.3pp | 53.37%-54.7pp | 40.38%-41.7pp |
| Employer contribution / active EE | $4 | $4,481-99.9% | $6,785-99.9% | $2,978-99.9% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,408-100.0% | $5,017-100.0% |
| Admin fee / account holder | $32 | $99-68.0% | $12,815-99.8% | $145-78.1% |