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| Provider | Service type | Compensation |
|---|---|---|
GEMGROUP1+ years Service code 13 · EIN 25-1139840 | Contract Administrator | $70,790 |
Filed as: AMERISERVE Service code 19 · EIN 25-1689052 | Securities Custodian | $13,399 |
SPEAR WILDERMAN1+ years Service code 29 · EIN 25-2331913 | Legal | $8,263 |
KOSMERL & COMPANY, P.C.1+ years Filed as: KOSMERL & COMPANY P.C Service code 10 535 MORTH FIFTH STREET · READING, PA 19601 | Accounting | $7,306 |
CYPHER & CYPHER1+ years Filed as: CYPHER & CYPHER CPA'S Service code 10 | Accounting | $5,076 |
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 | $7,945 | $50,498-84.3% | $75,784-89.5% | $55,191-85.6% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -1.73% | 1.80%-3.5pp | 9.68%-11.4pp | 10.78%-12.5pp |
| Employer contribution / active EE | $1,522 | $2,291-33.6% | $3,323-54.2% | $1,899-19.8% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $133 | $123+7.8% | $5,300-97.5% | $91+46.0% |