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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-1590850 | Plan Administrator | $69,046 |
O'SULLIVAN ASSOCIATES1+ years Filed as: SULLIVAN, WARD, ASHER & PATTON, PC Service code 29 · EIN 38-1880608 | Legal | $49,916 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $12,600 |
Service code 16 · EIN 36-4291971 | Consulting | $7,500 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $6,250 |
Filed as: WRUBEL, WESLEY & COMPANY CPA'S Service code 10 · EIN 38-2574238 | Accounting | $5,406 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
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 | $11,089 | $54,392-79.6% | $84,753-86.9% | $63,975-82.7% |
| Participation rate | 94.6% | 76.9%+17.7pp | 76.6%+18.0pp | 71.1%+23.5pp |
| Annual return | 91.05% | 611.38%-520.3pp | 22.78%+68.3pp | 48.65%+42.4pp |
| Employer contribution / active EE | $3,172 | $2,943+7.8% | $3,574-11.3% | $2,182+45.4% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $61 | $136-55.4% | $5,333-98.9% | $70-13.9% |