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| Provider | Service type | Compensation |
|---|---|---|
STATE BANK10+ years Service code 21 · EIN 34-6831594 | Bank Trustee | $38,804 |
JACOB, HAXTON & BOORD, LLC10+ years Filed as: JACOB, HAXTON & BOORD LLC Service code 14 · EIN 20-0754801 | Plan Administrator | $0 |
MCCRATE, DELAET & CO.10+ years Service code 10 · EIN 34-1205613 | Accounting | $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 | $13,931 | $89,438-84.4% | $164,928-91.6% | $77,692-82.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 5.15% | 28.82%-23.7pp | 70.08%-64.9pp | 31.25%-26.1pp |
| Employer contribution / active EE | $4,367 | $2,567+70.1% | $4,343+0.5% | $2,726+60.2% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,034-100.0% | $4,648-100.0% |
| Admin fee / account holder | $101 | $340-70.4% | $12,684-99.2% | $431-76.6% |