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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL5 years Service code 15 · EIN 23-1669823 | Recordkeeping | $20,000 |
MARTIN M SACKS & ASSOCIATES7 years Filed as: MARTIN M. SACKS & ASSOCIATES Service code 10 · EIN 23-1979781 | Accounting | $14,030 |
MCKONLY & ASBURY LLP2 years Service code 34 415 FALLOWFIELD ROAD · CAMP HILL, PA 17011 | Valuation (appraisals, etc.) | $10,140 |
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 | $10,447 | $64,176-83.7% | $112,263-90.7% | $66,949-84.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 3.38% | -13.80%+17.2pp | 27.49%-24.1pp | 1.57%+1.8pp |
| Employer contribution / active EE | $1,391 | $3,007-53.7% | $3,636-61.7% | $2,545-45.3% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $181 | $626-71.1% | $6,410-97.2% | $594-69.5% |