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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLANNERS ADMINISTRATORS Service code 15 · EIN 62-1038805 | Recordkeeping | $63,492 |
Filed as: UNITED BANK INC. Service code 27 · EIN 53-1071198 | Advisory (Plan) | $29,978 |
FRANK M. VACCARO & ASSOCIATES4+ years Service code 13 · EIN 23-2148108 | Contract Administrator | $23,202 |
STANDARD VALUATIONS3 years Filed as: STANDARD VALUATIONS, INC. Service code 17 · EIN 41-1327339 | Pension Consulting | $16,000 |
STEPHEN J. O'BRIEN4+ years Service code 29 · EIN 81-5178933 | Legal | $14,782 |
MCELHANEY & ASSOCIATES, LLC4+ years Service code 10 · EIN 38-3806684 | Accounting | $8,300 |
Employer 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.
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 | $4,117 | $144,389-97.1% | $90,782-95.5% | $75,289-94.5% |
| Participation rate | 100.0% | 92.2%+7.8pp | 82.7%+17.3pp | 72.4%+27.6pp |
| Annual return | -3.50% | 0.91%-4.4pp | -3.42%-0.1pp | -0.04%-3.5pp |
| Employer contribution / active EE | $1,317 | $4,529-70.9% | $4,105-67.9% | $2,405-45.2% |
| Participant deferral / active EE | $0 | $7,882-100.0% | $5,366-100.0% | $3,739-100.0% |
| Admin fee / account holder | $70 | $102-32.1% | $5,908-98.8% | $102-32.0% |