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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-1590850 | Plan Administrator | $403,437 |
O'SULLIVAN ASSOCIATES1 year Filed as: SULLIVAN, WARD, ASHER & PATTON PC Service code 29 · EIN 38-1880608 | Legal | $22,130 |
BENESYS, INC.1 year Service code 14 · EIN 38-2383171 | Plan Administrator | $21,590 |
NEPC, LLC1 year Service code 17 · EIN 26-1429809 | Pension Consulting | $20,000 |
HESSIAN & MCKASY, PA1 year Filed as: HESSIAN & MCKASY, P.A. Service code 29 · EIN 20-1551306 | Legal | $17,267 |
PLANTE & MORAN, PLLC4+ years Service code 10 · EIN 38-1357951 | Accounting | $14,600 |
Service code 10 · EIN 38-2388845 | Accounting | $7,051 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: HENSSLER Service code 52 · EIN 58-2380817 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,209 | $66,051-69.4% | $92,909-78.2% | $77,775-74.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 5.93% | 20.69%-14.8pp | 109.44%-103.5pp | 32.58%-26.6pp |
| Employer contribution / active EE | $3,454 | $3,426+0.8% | $3,653-5.5% | $2,504+37.9% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $138 | $148-6.4% | $5,795-97.6% | $100+38.3% |