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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA3 years Filed as: M&T BANK Service code 18 · EIN 16-0538020 | Custodial (other than securities); Fl... | $31,340 |
CALLAN ASSOCIATES4+ years Filed as: CALLAN ASSOCIATES, INC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $29,309 |
WILSON-MCSHANE CORPORATION4+ years Filed as: WILSON-MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $20,082 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $18,500 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 · EIN 04-1867445 | Investment Management | $5,748 |
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 | $9,040 | $106,649-91.5% | $80,022-88.7% | $68,904-86.9% |
| Participation rate | 100.0% | 88.1%+11.9pp | 75.8%+24.2pp | 74.1%+25.9pp |
| Annual return | -2.91% | -0.87%-2.0pp | 11.22%-14.1pp | 1.07%-4.0pp |
| Employer contribution / active EE | $1,898 | $4,132-54.1% | $2,468-23.1% | $2,540-25.3% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $3,686-100.0% | $4,015-100.0% |
| Admin fee / account holder | $17 | $58-70.8% | $6,521-99.7% | $71-76.2% |