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| Provider | Service type | Compensation |
|---|---|---|
BANSLEY AND KIENER, LLP4+ years Filed as: BANSLEY & KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $9,500 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $5,130 |
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 | $8,889 | $62,267-85.7% | $110,243-91.9% | $55,725-84.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | -1.00% | -1.07%+0.1pp | 314.76%-315.8pp | 244.93%-245.9pp |
| Employer contribution / active EE | $418 | $1,941-78.5% | $3,827-89.1% | $2,078-79.9% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $17 | $121-86.1% | $8,548-99.8% | $115-85.4% |