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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLANNERS ADMINISTRATORS Service code 15 · EIN 62-1038805 | Recordkeeping | $64,725 |
Filed as: UNITED BANK INC. Service code 27 · EIN 53-1071198 | Advisory (Plan) | $32,373 |
Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 83-1544721 | Contract Administrator | $20,996 |
STANDARD VALUATIONS4 years Filed as: STANDARD VALUATIONS, INC. Service code 17 · EIN 41-1327339 | Pension Consulting | $20,000 |
STEPHEN J. O'BRIEN5+ years Service code 29 · EIN 81-5178933 | Legal | $15,213 |
MCELHANEY & ASSOCIATES, LLC5+ years Service code 10 · EIN 38-3806684 | Accounting | $13,918 |
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 | $6,502 | $174,559-96.3% | $105,387-93.8% | $67,582-90.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 15.02% | 23.63%-8.6pp | 26.82%-11.8pp | 378.57%-363.5pp |
| Employer contribution / active EE | $2,320 | $4,874-52.4% | $4,213-44.9% | $2,148+8.0% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $5,502-100.0% | $3,539-100.0% |
| Admin fee / account holder | $94 | $270-65.4% | $6,559-98.6% | $142-34.2% |