| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $566,690 |
RSM US LLP1 year Filed as: MCGLADREY Service code 10 · EIN 42-0714325 | Accounting | $36,066 |
CUTRARA & COMPANY1 year Service code 10 · EIN 36-2887252 | Accounting | $6,200 |
ANIL JOSEPH1 year Service code 56 KEHE DISTRIBUTORS, INC. · NAPERVILLE, IL 60563 | Non-monetary compensation | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,325 | $84,517-66.5% | $133,982-78.9% | $93,223-69.6% |
| Participation rate | 90.2% | 81.9%+8.3pp | 79.8%+10.4pp | 74.9%+15.3pp |
| Annual return | -0.09% | 16.66%-16.8pp | 45.10%-45.2pp | 19.29%-19.4pp |
| Employer contribution / active EE | $11 | $2,296-99.5% | $3,919-99.7% | $2,680-99.6% |
| Participant deferral / active EE | $3,116 | $4,286-27.3% | $5,047-38.3% | $4,563-31.7% |
| Admin fee / account holder | -$11 | $66-116.3% | $8,930-100.1% | $79-113.6% |