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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLANNERS ADMINISTRATORS Service code 15 · EIN 62-1038805 | Recordkeeping | $33,380 |
FRANK M. VACCARO & ASSOCIATES1+ years Service code 13 · EIN 23-2148108 | Contract Administrator | $28,754 |
Filed as: UNITED BANK INC. Service code 27 · EIN 55-6100340 | Advisory (Plan) | $26,382 |
STEPHEN J. O'BRIEN1+ years Service code 29 · EIN 25-1884429 | Legal | $10,040 |
MCELHANEY & ASSOCIATES, LLC1+ years Service code 10 · EIN 38-3806684 | Accounting | $7,557 |
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 | $4,278 | $128,472-96.7% | $81,367-94.7% | $59,188-92.8% |
| Participation rate | 100.0% | 92.5%+7.5pp | 82.3%+17.7pp | 69.4%+30.6pp |
| Annual return | -1.58% | 1.24%-2.8pp | -0.92%-0.7pp | 5.51%-7.1pp |
| Employer contribution / active EE | $1,505 | $3,689-59.2% | $3,930-61.7% | $2,098-28.3% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $5,383-100.0% | $3,265-100.0% |
| Admin fee / account holder | $56 | $71-21.2% | $8,926-99.4% | $92-39.1% |