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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Service code 13 · EIN 38-6058023 | Contract Administrator | $38,860 |
NOVARA, TESIJA & CATENACCI, PLLC2+ years Filed as: NOVARA,TESIJA PLLC Service code 29 · EIN 38-3507129 | Legal | $12,133 |
Filed as: WRUBEL,WESLEY AND COMPANY C.P.A.'S Service code 29 · EIN 38-2574238 | Legal | $6,975 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $5,000 |
Filed as: FIDELITY Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,868 | $63,905+32.8% | $74,184+14.4% | $57,658+47.2% |
| Participation rate | 51.8% | 79.8%-27.9pp | 76.6%-24.8pp | 70.2%-18.4pp |
| Annual return | 5.84% | 60.60%-54.8pp | 17.74%-11.9pp | 5.13%+0.7pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,345 | $3,448-61.0% | $3,550-62.1% | $3,061-56.0% |
| Admin fee / account holder | $271 | $91+197.0% | $5,586-95.2% | $95+186.2% |