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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS3+ years Service code 28 · EIN 23-2704495 | Investment Management | $17,478 |
SPEAR WILDERMAN3+ years Service code 29 · EIN 23-2331913 | Legal | $13,905 |
O'NEILL CONSULTING CORPORATION3+ years Filed as: O NEIL CONSULTING CORPORATION Service code 12 · EIN 23-1719817 | Custodial (securities); Claims proces... | $10,881 |
Service code 10 · EIN 23-2673549 | Accounting | $9,300 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $3,263 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,542 | $96,458-98.4% | $136,298-98.9% | $77,958-98.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.9%+18.1pp | 71.6%+28.4pp |
| Annual return | 9.63% | 23.78%-14.1pp | 5156.27%-5146.6pp | 20.87%-11.2pp |
| Employer contribution / active EE | $39 | $3,144-98.8% | $4,696-99.2% | $2,310-98.3% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $24 | $80-69.6% | $9,244-99.7% | $97-74.9% |