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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 32-0169227 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Recordkeeping | $12,579 |
Service code 27 · EIN 20-5122562 2801 LAKESIDE DRIVE · BANNOCKURN, IL 60015 | Advisory (Plan) | $5,023 |
TOROSO INVESTMENTS1 year Service code 27 · EIN 45-4779500 898 N BROADWAY · MASSAPEQUA, NY 11758 | Advisory (Plan) | $3,895 |
Service code 13 · EIN 20-8154051 420 W GRAND AVE · CHICAGO, IL 60654 | Contract Administrator | $2,683 |
Filed as: MID-ATLANTIC TRUST COMPANY Service code 18 · EIN 26-0010549 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Trustee (bank, trust company, or simi... | $0 |
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 | $5,745 | $50,860-88.7% | $155,574-96.3% | $77,714-92.6% |
| Participation rate | 79.5% | 63.1%+16.3pp | 78.2%+1.3pp | 70.6%+8.9pp |
| Annual return | 18.44% | 34.86%-16.4pp | 64.87%-46.4pp | 31.26%-12.8pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $2,440 | $2,825-13.6% | $5,629-56.7% | $4,649-47.5% |
| Admin fee / account holder | $58 | $436-86.6% | $15,914-99.6% | $433-86.5% |