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| Provider | Service type | Compensation |
|---|---|---|
Filed as: O NEILL CONSULTING CORPORATION Service code 12 · EIN 23-1719817 | Custodial (securities); Claims proces... | $29,248 |
PFM ADVISORS8+ years Service code 28 · EIN 23-2704495 | Investment Management | $16,485 |
Service code 10 · EIN 23-2673549 | Accounting | $11,500 |
SPEAR WILDERMAN8+ years Service code 29 · EIN 23-2331913 | Legal | $7,958 |
NOVAK FRANCELLA LLC6 years Service code 10 · EIN 61-1436956 | Accounting | $3,226 |
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 | $1,711 | $95,388-98.2% | $125,391-98.6% | $77,906-97.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 82.4%+17.6pp | 73.7%+26.3pp |
| Annual return | -16.53% | 116.19%-132.7pp | 572.41%-588.9pp | 12.16%-28.7pp |
| Employer contribution / active EE | $52 | $3,666-98.6% | $4,816-98.9% | $2,846-98.2% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,448-100.0% | $4,805-100.0% |
| Admin fee / account holder | $40 | $119-66.8% | $10,009-99.6% | $133-70.2% |