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| Provider | Service type | Compensation |
|---|---|---|
PROSPERA FINANCIAL SERVICES3 years Filed as: PROSPERA Service code 27 · EIN 75-1832551 | Advisory (Plan) | $26,599 |
TRI-AD ACTUARIES, INC.6+ years Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 37 · EIN 31-1214674 | Loan Processing | $13,450 |
CLARK, SCHAEFER, HACKETT & CO.6+ years Service code 10 · EIN 31-0800053 | Accounting | $10,550 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $6,225 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,665 | $100,801-80.5% | $149,696-86.9% | $73,409-73.2% |
| Participation rate | 82.1% | 77.7%+4.4pp | 82.5%-0.3pp | 72.2%+10.0pp |
| Annual return | 15.09% | 265.34%-250.2pp | 276.60%-261.5pp | 59.29%-44.2pp |
| Employer contribution / active EE | $347 | $3,312-89.5% | $4,644-92.5% | $2,234-84.4% |
| Participant deferral / active EE | $2,569 | $6,404-59.9% | $6,842-62.4% | $3,805-32.5% |
| Admin fee / account holder | $157 | $181-13.3% | $9,309-98.3% | $158-0.8% |