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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY1 year Filed as: TI-TRUST INC Service code 21 · EIN 20-1171923 | Bank Trustee | $23,250 |
MY GROUP LLC1 year Filed as: SC&H GROUP INC. Service code 34 · EIN 20-5991824 | Valuation (appraisals, etc.); Other fees | $14,500 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 | Accounting | $10,657 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,485 | $73,404-8.1% | $87,104-22.5% | $67,579-0.1% |
| Participation rate | 99.7% | 80.9%+18.8pp | 76.9%+22.8pp | 71.3%+28.4pp |
| Annual return | 20.29% | 48.29%-28.0pp | 28.19%-7.9pp | 378.56%-358.3pp |
| Employer contribution / active EE | $2,508 | $2,014+24.5% | $2,521-0.5% | $2,148+16.8% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,048-100.0% | $3,539-100.0% |
| Admin fee / account holder | $61 | $142-56.8% | $7,491-99.2% | $142-57.0% |