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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP1 year Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $10,187 |
COMSTOCK ADVISORS2 years Service code 34 36 EAST 7TH STREET · CINCINNATI, OH 45202 | Valuation (appraisals, etc.) | $6,000 |
FIRST BANKERS TRUST SERVICES2 years Service code 21 · EIN 20-1171923 | Bank Trustee | $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 | $17,729 | $51,466-65.6% | $78,778-77.5% | $62,293-71.5% |
| Participation rate | 97.6% | 59.8%+37.8pp | 69.2%+28.4pp | 69.5%+28.1pp |
| Annual return | 14.00% | 19.96%-6.0pp | 35.62%-21.6pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,072 | $827+29.6% | $1,986-46.0% | $2,042-47.5% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $175 | $489-64.2% | $5,134-96.6% | $479-63.5% |