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| Provider | Service type | Compensation |
|---|---|---|
XPYRIA INVESTMENT ADVISORS1+ years Filed as: XPYRIA Service code 27 · EIN 25-1590035 | Advisory (Plan) | $69,487 |
CW BREITSMAN ASSOCIATES LLC1+ years Service code 13 · EIN 26-0664784 | Contract Administrator | $52,152 |
COWDEN ASSOCIATES, INC.1+ years Filed as: COWDEN ASSOCIATES Service code 11 · EIN 25-1750131 | Actuarial | $15,951 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -4.34% | -1.83%-2.5pp | -1.61%-2.7pp | 2.81%-7.2pp |
| Employer contribution / active EE | $5,534 | $9,208-39.9% | $30,840-82.1% | $16,358-66.2% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |