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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS4 years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 15 · EIN 16-1503696 | Recordkeeping | $172,043 |
Service code 14 · EIN 52-1590516 | Plan Administrator | $37,400 |
Service code 10 · EIN 14-1624930 | Accounting | $26,300 |
ROBERT CHEVERIE1 year Filed as: ROBERT CHEVERIE & ASSOCIATES PC Service code 29 · EIN 06-1335139 | Legal | $9,000 |
SUMMIT ACTUARIAL SERVICE5+ years Service code 11 · EIN 20-3838633 | Actuarial | $7,500 |
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 | $12,856 | $47,634-73.0% | $90,404-85.8% | $90,288-85.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.7%+27.3pp | 73.4%+26.6pp |
| Annual return | 6.19% | 19.61%-13.4pp | 1293.02%-1286.8pp | 53.97%-47.8pp |
| Employer contribution / active EE | $1,153 | $1,749-34.1% | $3,262-64.6% | $2,524-54.3% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $3,963-100.0% | $4,232-100.0% |
| Admin fee / account holder | $139 | $106+31.3% | $5,611-97.5% | $114+22.0% |