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| Provider | Service type | Compensation |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.4+ years Filed as: HOWARDSIMON, INC. Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $13,570 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,918 | $101,798-57.8% | $165,071-74.0% | $80,935-47.0% |
| Participation rate | 76.4% | 71.8%+4.6pp | 78.6%-2.2pp | 67.7%+8.7pp |
| Annual return | 16.77% | 16.73%0pp | 70.17%-53.4pp | 35.66%-18.9pp |
| Employer contribution / active EE | $2,127 | $2,954-28.0% | $4,347-51.1% | $2,757-22.9% |
| Participant deferral / active EE | $5,680 | $4,476+26.9% | $6,035-5.9% | $4,299+32.1% |
| Admin fee / account holder | $152 | $8,221-98.2% | $12,695-98.8% | $6,924-97.8% |