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| Provider | Service type | Compensation |
|---|---|---|
THE STANDARD2 years Service code 15 · EIN 93-0242990 | Recordkeeping | $37,215 |
Filed as: ROBEIN URANN SPENCER ET AL Service code 29 · EIN 72-0999672 | Legal | $22,985 |
NEEDLES & ASSOCIATES, LLC2 years Filed as: NEEDLES & ASSOCIATES, LLC. Service code 10 · EIN 51-0435869 | Accounting | $19,186 |
Employer contribution per participant 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.
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 | $5,583 | $81,557-93.2% | $123,973-95.5% | $65,191-91.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 8.05% | 11.45%-3.4pp | 388.13%-380.1pp | 51.24%-43.2pp |
| Employer contribution / active EE | $376 | $4,637-91.9% | $4,126-90.9% | $2,400-84.3% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $218 | $1,040-79.1% | $11,799-98.2% | $907-76.0% |