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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNIK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $30,100 |
MORAN KNOBEL1 year Filed as: MORAN KNOBEL INC DBA MEANS & ASSOC Service code 15 · EIN 81-3396218 | Recordkeeping | $18,444 |
Service code 15 · EIN 91-0964302 | Recordkeeping | $3,670 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 22 · EIN 20-3247391 | Insurance Broker | $2,385 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,164 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,041 | $66,813-2.7% | $100,528-35.3% | $73,493-11.5% |
| Participation rate | 94.9% | 77.5%+17.4pp | 79.4%+15.5pp | 70.7%+24.2pp |
| Annual return | 16.07% | 25.70%-9.6pp | 30.90%-14.8pp | 28.51%-12.4pp |
| Employer contribution / active EE | $5,125 | $2,147+138.8% | $3,419+49.9% | $2,270+125.8% |
| Participant deferral / active EE | $12,856 | $5,883+118.5% | $6,271+105.0% | $3,740+243.8% |
| Admin fee / account holder | $172 | $512-66.4% | $8,084-97.9% | $513-66.4% |