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| Provider | Service type | Compensation |
|---|---|---|
QUORUM CONSULTING GROUP6+ years Service code 15 · EIN 37-1331544 | Recordkeeping | $37,872 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $28,283 |
JOHNSON & KROL, LLC2 years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $16,027 |
MARQUETTE ASSOCIATES1 year Service code 16 · EIN 36-3485298 | Consulting | $7,000 |
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 | $19,765 | $81,719-75.8% | $101,264-80.5% | $90,274-78.1% |
| Participation rate | 88.3% | 80.7%+7.5pp | 75.8%+12.4pp | 73.4%+14.9pp |
| Annual return | 14.27% | 337.64%-323.4pp | 46.48%-32.2pp | 53.97%-39.7pp |
| Employer contribution / active EE | $1,878 | $3,622-48.1% | $3,660-48.7% | $2,523-25.6% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $108 | $162-33.4% | $5,947-98.2% | $114-5.4% |