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| Provider | Service type | Compensation |
|---|---|---|
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $14,250 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $7,312 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,781 | $89,465-91.3% | $165,100-95.3% | $77,762-90.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 6.66% | 28.86%-22.2pp | 70.21%-63.5pp | 31.27%-24.6pp |
| Employer contribution / active EE | $430 | $2,565-83.2% | $4,348-90.1% | $2,728-84.2% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $27 | $340-92.0% | $12,696-99.8% | $433-93.7% |