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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 | Direct payment from the plan; Insuran... | $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 | $62,177-90.1% | $81,370-92.4% | $74,478-91.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 8.91% | 16.62%-7.7pp | 24.85%-15.9pp | 1370.56%-1361.7pp |
| Employer contribution / active EE | $1,047 | $1,881-44.4% | $2,464-57.5% | $2,626-60.2% |
| Participant deferral / active EE | $0 | $3,219-100.0% | $3,885-100.0% | $4,350-100.0% |
| Admin fee / account holder | $183 | $1,927-90.5% | $5,749-96.8% | $1,946-90.6% |