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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN4+ years Service code 29 · EIN 36-2498571 | Legal | $50,271 |
QUORUM CONSULTING GROUP4+ years Service code 15 · EIN 37-1331544 | Recordkeeping | $33,840 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $29,906 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,551 | $60,396-79.2% | $83,830-85.0% | $75,289-83.3% |
| Participation rate | 93.4% | 80.7%+12.7pp | 76.1%+17.3pp | 72.4%+21.0pp |
| Annual return | -7.26% | 3.84%-11.1pp | 850.97%-858.2pp | -0.04%-7.2pp |
| Employer contribution / active EE | $1,537 | $3,343-54.0% | $3,631-57.7% | $2,405-36.1% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $99 | $141-30.0% | $5,479-98.2% | $102-3.3% |