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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS4+ years Service code 28 · EIN 23-2704495 | Investment Management | $17,336 |
SPEAR WILDERMAN4+ years Service code 29 · EIN 23-2331913 | Legal | $12,055 |
O'NEILL CONSULTING CORPORATION4+ years Filed as: O NEIL CONSULTING CORPORATION Service code 12 · EIN 23-1719817 | Custodial (securities); Claims proces... | $11,093 |
Service code 10 · EIN 23-2673549 | Accounting | $9,800 |
Employer contribution per participant 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 | $1,493 | $88,874-98.3% | $123,553-98.8% | $75,289-98.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.3%+17.7pp | 72.4%+27.6pp |
| Annual return | -4.96% | 4.22%-9.2pp | 119.21%-124.2pp | -0.04%-4.9pp |
| Employer contribution / active EE | $47 | $3,256-98.6% | $4,628-99.0% | $2,405-98.1% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $27 | $95-72.0% | $9,284-99.7% | $102-74.1% |