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| Provider | Service type | Compensation |
|---|---|---|
AMALGA TRUST10+ years Service code 19 · EIN 36-6228122 | Securities Custodian | $40,644 |
ANDERS MINKLER HUBER & HELM LLP10+ years Service code 10 · EIN 43-0831507 | Accounting | $30,513 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 23 · EIN 46-0619194 | Insurance services; Direct payment fr... | $12,139 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,144 | $62,166-90.1% | $81,286-92.4% | $74,429-91.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 8.91% | 16.50%-7.6pp | 24.80%-15.9pp | 1368.38%-1359.5pp |
| Employer contribution / active EE | $1,047 | $1,881-44.4% | $2,463-57.5% | $2,625-60.1% |
| Participant deferral / active EE | $0 | $3,223-100.0% | $3,883-100.0% | $4,348-100.0% |
| Admin fee / account holder | $183 | $1,925-90.5% | $5,764-96.8% | $1,944-90.6% |