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| Provider | Service type | Compensation |
|---|---|---|
QUORUM CONSULTING GROUP3+ years Service code 15 · EIN 37-1331544 | Recordkeeping | $30,867 |
ARNOLD & KADJAN3+ years Service code 29 · EIN 36-2498571 | Legal | $27,199 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $17,806 |
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 | $12,929 | $221,442-94.2% | $92,240-86.0% | $77,958-83.4% |
| Participation rate | 96.0% | 79.6%+16.4pp | 76.5%+19.5pp | 71.6%+24.4pp |
| Annual return | 14.54% | 15.65%-1.1pp | 176.29%-161.8pp | 20.87%-6.3pp |
| Employer contribution / active EE | $1,142 | $3,226-64.6% | $3,680-69.0% | $2,310-50.6% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $80 | $210-62.0% | $5,194-98.5% | $97-18.1% |