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| Provider | Service type | Compensation |
|---|---|---|
STANILLA, SIEGEL & MASER LLC1+ years Filed as: STANILLA, SIEGEL AND MASER LLC Service code 10 · EIN 46-1196981 | Accounting | $6,024 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,288 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,000 | $62,324-63.1% | $68,509-66.4% | $55,191-58.3% |
| Participation rate | 80.3% | 78.9%+1.5pp | 74.7%+5.6pp | 69.2%+11.2pp |
| Annual return | -1.39% | 4.26%-5.6pp | 8.27%-9.7pp | 10.78%-12.2pp |
| Employer contribution / active EE | $273 | $2,223-87.7% | $2,278-88.0% | $1,899-85.6% |
| Participant deferral / active EE | $1,445 | $3,425-57.8% | $3,382-57.3% | $3,046-52.6% |
| Admin fee / account holder | $23 | $91-74.4% | $5,275-99.6% | $91-74.2% |