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| Provider | Service type | Compensation |
|---|---|---|
QUORUM CONSULTING GROUP10+ years Service code 13 · EIN 37-1331544 | Contract Administrator | $72,376 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $27,838 |
JOHNSON & KROL, LLC6 years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $13,216 |
MARQUETTE ASSOCIATES5 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $8,000 |
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 | $31,665 | $241,850-86.9% | $102,437-69.1% | $200,096-84.2% |
| Participation rate | 78.6% | 78.3%+0.2pp | 74.5%+4.0pp | 72.0%+6.5pp |
| Annual return | 12.01% | 17.67%-5.7pp | 24.95%-12.9pp | 34.26%-22.2pp |
| Employer contribution / active EE | $3,135 | $4,253-26.3% | $3,871-19.0% | $3,038+3.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $119 | $288-58.7% | $8,388-98.6% | $269-55.9% |