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| Provider | Service type | Compensation |
|---|---|---|
GEMGROUP2+ years Service code 13 · EIN 25-1139840 | Contract Administrator | $73,630 |
Filed as: AMERISERVE Service code 19 · EIN 25-1689052 | Securities Custodian | $15,253 |
MCNEES WALLACE & NURICK1 year Service code 29 · EIN 23-1256003 | Legal | $8,983 |
CYPHER & CYPHER2+ years Filed as: CYPHER & CYPHER CPA'S Service code 10 | Accounting | $5,670 |
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 | $8,326 | $57,921-85.6% | $84,753-90.2% | $57,658-85.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 3.50% | 10.24%-6.7pp | 22.78%-19.3pp | 5.13%-1.6pp |
| Employer contribution / active EE | $1,337 | $2,598-48.5% | $3,574-62.6% | $1,974-32.3% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $155 | $130+19.7% | $5,333-97.1% | $95+64.2% |