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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC2+ years Service code 15 · EIN 61-1579239 | Recordkeeping | $15,038 |
Filed as: REA & ASSOCIATES Service code 15 · EIN 34-1310124 | Recordkeeping | $12,592 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP Service code 27 · EIN 31-1440043 | Advisory (Plan) | $11,655 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $492 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,918 | $36,916-75.8% | $156,551-94.3% | $57,658-84.5% |
| Participation rate | 84.7% | 63.4%+21.2pp | 84.0%+0.7pp | 70.2%+14.5pp |
| Annual return | 14.44% | 12.38%+2.1pp | 32.23%-17.8pp | 5.13%+9.3pp |
| Employer contribution / active EE | $1,439 | $1,571-8.4% | $5,501-73.8% | $1,974-27.1% |
| Participant deferral / active EE | $1,782 | $1,926-7.5% | $4,871-63.4% | $3,061-41.8% |
| Admin fee / account holder | $131 | $82+59.4% | $13,028-99.0% | $95+39.1% |