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| Provider | Service type | Compensation |
|---|---|---|
NYHART3+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $166,548 |
OGLETREE DEAKINS1 year Filed as: OGELTREE DEAKINS Service code 29 111 MONUMENT CIRCLE, SUITE 4600 · INDIANAPOLIS, IN 46204 | Legal | $14,789 |
JOHNSON LAMBERT LLP3+ years Service code 10 · EIN 52-1446779 | Accounting | $11,900 |
RUSSELL TRUST COMPANY3+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $5,714 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,617 | $89,274+47.4% | $149,721-12.1% | $77,958+68.8% |
| Participation rate | 96.1% | 87.6%+8.5pp | 87.1%+9.1pp | 71.6%+24.5pp |
| Annual return | 11.52% | 20.36%-8.8pp | 1501.67%-1490.2pp | 20.87%-9.3pp |
| Employer contribution / active EE | $9,241 | $3,727+148.0% | $5,444+69.7% | $2,310+300.0% |
| Participant deferral / active EE | $4,205 | $5,382-21.9% | $6,568-36.0% | $3,537+18.9% |
| Admin fee / account holder | $120 | $240-49.9% | $11,282-98.9% | $97+23.5% |