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| Provider | Service type | Compensation |
|---|---|---|
REED-RAMSEY, INC.2+ years Service code 15 · EIN 36-6079566 | Recordkeeping | $5,770 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $93,564 | $60,165+55.5% | $74,184+26.1% | $55,167+69.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 12.29% | 10.00%+2.3pp | 17.74%-5.4pp | 169.23%-156.9pp |
| Employer contribution / active EE | $2,176 | $1,600+36.0% | $2,370-8.2% | $1,963+10.9% |
| Participant deferral / active EE | $3,436 | $2,973+15.6% | $3,550-3.2% | $3,054+12.5% |
| Admin fee / account holder | $4 | $419-99.1% | $5,586-99.9% | $504-99.3% |