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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLANNERS ADMINISTRATORS Service code 15 · EIN 62-1038805 | Recordkeeping | $58,700 |
Filed as: UNITED BANK INC. Service code 27 · EIN 53-1071198 | Advisory (Plan) | $28,497 |
FRANK M. VACCARO & ASSOCIATES3+ years Service code 13 · EIN 23-2148108 | Contract Administrator | $23,870 |
STEPHEN J. O'BRIEN3+ years Service code 29 · EIN 25-1884429 | Legal | $16,011 |
STANDARD VALUATIONS2 years Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 | Advisory (Plan) | $16,000 |
MCELHANEY & ASSOCIATES, LLC3+ years Service code 10 · EIN 38-3806684 | Accounting | $15,265 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $4,382 | $138,427-96.8% | $97,995-95.5% | $69,631-93.7% |
| Participation rate | 100.0% | 90.0%+10.0pp | 82.4%+17.6pp | 70.7%+29.3pp |
| Annual return | 10.62% | 26.21%-15.6pp | 23.94%-13.3pp | 27571.02%-27560.4pp |
| Employer contribution / active EE | $1,456 | $4,858-70.0% | $4,158-65.0% | $2,032-28.3% |
| Participant deferral / active EE | $0 | $7,165-100.0% | $5,097-100.0% | $3,224-100.0% |
| Admin fee / account holder | $75 | $101-25.9% | $5,943-98.7% | $110-32.4% |