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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 20-1171923 | Bank Trustee | $15,000 |
COMSTOCK ADVISORS1 year Service code 34 36 EAST 7TH STREET · CINCINNATI, OH 45202 | Valuation (appraisals, etc.) | $12,258 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $7,487 |
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 | $16,359 | $42,546-61.5% | $71,796-77.2% | $55,167-70.3% |
| Participation rate | 95.2% | 59.1%+36.1pp | 69.1%+26.1pp | 69.0%+26.2pp |
| Annual return | 24.63% | 12.36%+12.3pp | 78.04%-53.4pp | 169.23%-144.6pp |
| Employer contribution / active EE | $376 | $803-53.2% | $1,924-80.4% | $1,963-80.8% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $266 | $650-59.1% | $4,815-94.5% | $504-47.3% |