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| Provider | Service type | Compensation |
|---|---|---|
SOMERSET CPAS1 year Filed as: SOMERSET CPAS AND ADVISORS Service code 10 · EIN 20-1717681 3925 RIVER CROSSING PARKWAY · INDIANAPOLIS, IN 46240 | Accounting | $24,000 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $18,648 |
COMSTOCK ADVISORS3 years Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 26 EAST 7TH STREET · CINCINNATI, OH 45202 | Valuation (appraisals, etc.) | $16,938 |
GREATBANC TRUST COMPANY1 year Service code 21 · EIN 36-3681493 801 WARRENVILLE ROAD, SUITE 500 · LISLE, IL 60532 | Bank Trustee | $12,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,478 | $84,499-91.2% | $125,391-94.0% | $66,949-88.8% |
| Participation rate | 96.7% | 76.4%+20.3pp | 82.4%+14.3pp | 69.8%+26.9pp |
| Annual return | -1.35% | -8.49%+7.1pp | 572.41%-573.8pp | 1.57%-2.9pp |
| Employer contribution / active EE | $2,330 | $3,554-34.4% | $4,816-51.6% | $2,545-8.5% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $253 | $685-63.1% | $10,009-97.5% | $594-57.4% |