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| Provider | Service type | Compensation |
|---|---|---|
XPYRIA INVESTMENT ADVISORS2+ years Filed as: XPYRIA Service code 27 · EIN 25-1590035 | Advisory (Plan) | $65,617 |
CW BREITSMAN ASSOCIATES LLC2+ years Service code 13 · EIN 26-0664784 | Contract Administrator | $52,152 |
COWDEN ASSOCIATES, INC.2+ years Filed as: COWDEN ASSOCIATES Service code 11 · EIN 25-1750131 | Actuarial | $21,142 |
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Employer contribution per participant 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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 6.38% | 2.79%+3.6pp | 4.16%+2.2pp | 11.88%-5.5pp |
| Employer contribution / active EE | $6,214 | $10,530-41.0% | $29,966-79.3% | $14,612-57.5% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |