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| Provider | Service type | Compensation |
|---|---|---|
BANSLEY AND KIENER, LLP1+ years Filed as: BANSLEY & KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $9,000 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $5,729 |
Employer contribution per participant 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 | $8,912 | $57,096-84.4% | $94,229-90.5% | $55,191-83.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 78.8%+21.2pp | 69.2%+30.8pp |
| Annual return | 4.68% | 159.65%-155.0pp | 10.68%-6.0pp | 10.78%-6.1pp |
| Employer contribution / active EE | $398 | $1,708-76.7% | $3,587-88.9% | $1,899-79.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $26 | $89-71.1% | $6,269-99.6% | $91-71.6% |