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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLANNERS ADMINISTRATORS Service code 15 · EIN 62-1038805 | Recordkeeping | $69,368 |
FRANK M. VACCARO & ASSOCIATES2+ years Service code 13 · EIN 23-2148108 | Contract Administrator | $33,903 |
Filed as: UNITED BANK INC. Service code 27 · EIN 55-6100340 | Advisory (Plan) | $26,910 |
STANDARD VALUATIONS1 year Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 | Advisory (Plan) | $16,000 |
STEPHEN J. O'BRIEN2+ years Service code 29 · EIN 25-1884429 | Legal | $15,669 |
MCELHANEY & ASSOCIATES, LLC2+ years Service code 10 · EIN 38-3806684 | Accounting | $11,522 |
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 | $4,455 | $122,709-96.4% | $88,497-95.0% | $57,658-92.3% |
| Participation rate | 100.0% | 89.9%+10.1pp | 82.4%+17.6pp | 70.2%+29.8pp |
| Annual return | 6.11% | 10.63%-4.5pp | 7.63%-1.5pp | 5.13%+1.0pp |
| Employer contribution / active EE | $1,958 | $4,531-56.8% | $4,036-51.5% | $1,974-0.8% |
| Participant deferral / active EE | $0 | $6,704-100.0% | $4,899-100.0% | $3,061-100.0% |
| Admin fee / account holder | $87 | $93-6.3% | $6,220-98.6% | $95-8.2% |