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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL4 years Service code 15 · EIN 23-1669823 | Recordkeeping | $17,147 |
MARTIN M SACKS & ASSOCIATES6 years Filed as: MARTIN M. SACKS & ASSOCIATES Service code 10 · EIN 23-1979781 | Accounting | $10,035 |
MCKONLY & ASBURY LLP1 year Service code 34 415 FALLOWFIELD ROAD · CAMP HILL, PA 17011 | Valuation (appraisals, etc.) | $7,250 |
Service code 12 · EIN 23-2195389 | Investment management fees paid direc... | $6,334 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,645 | $77,660-87.6% | $109,143-91.2% | $79,386-87.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | -6.83% | 23.44%-30.3pp | 25.75%-32.6pp | 116.85%-123.7pp |
| Employer contribution / active EE | $1,430 | $2,797-48.9% | $3,722-61.6% | $2,427-41.1% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $185 | $732-74.7% | $6,752-97.3% | $626-70.5% |