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| Provider | Service type | Compensation |
|---|---|---|
GEMGROUP3+ years Service code 13 · EIN 25-1139840 | Contract Administrator | $57,060 |
Service code 13 · EIN 52-1590516 | Contract Administrator | $19,020 |
Filed as: AMERISERVE Service code 19 · EIN 25-1689052 | Securities Custodian | $15,953 |
CYPHER & CYPHER3+ years Filed as: CYPHER & CYPHER CPA'S Service code 10 · EIN 25-1385288 | Accounting | $5,495 |
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 | $9,896 | $60,545-83.7% | $92,240-89.3% | $69,631-85.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 14.08% | 19.71%-5.6pp | 176.29%-162.2pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $2,730 | $2,633+3.7% | $3,680-25.8% | $2,032+34.3% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $143 | $145-1.0% | $5,194-97.2% | $110+29.7% |