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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 15 · EIN 16-1503696 | Recordkeeping | $50,511 |
Service code 10 · EIN 14-1624930 | Accounting | $13,000 |
SUMMIT ACTUARIAL SERVICE2+ years Service code 11 · EIN 20-3838633 | Actuarial | $7,250 |
Service code 26 · EIN 27-3463733 | Advisory (Participants) | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,036 | $46,100-71.7% | $86,582-84.9% | $69,631-81.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 10.45% | 21.02%-10.6pp | 965.08%-954.6pp | 27571.02%-27560.6pp |
| Employer contribution / active EE | $1,129 | $1,850-39.0% | $2,839-60.2% | $2,032-44.4% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $115 | $94+22.2% | $4,904-97.7% | $110+3.8% |