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| Provider | Service type | Compensation |
|---|---|---|
SACHS WALDMAN PROFESSIONAL CORP.2+ years Filed as: SACHS WALDMAN Service code 29 · EIN 38-1905521 | Legal | $21,037 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 15 · EIN 26-4310844 | Recordkeeping | $18,500 |
TIC INTERNATIONAL CORPORATION2+ years Filed as: TIC INTERNAITOANL CORP. Service code 13 · EIN 13-2600875 | Contract Administrator | $14,991 |
Service code 10 · EIN 38-2284921 | Accounting | $6,350 |
Filed as: STEFANSKY, HOLLOWAY & NICHOLS Service code 10 · EIN 03-8238845 | Accounting | $5,399 |
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 | $21,349 | $60,545-64.7% | $92,240-76.9% | $69,631-69.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 13.29% | 19.71%-6.4pp | 176.29%-163.0pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $2,146 | $2,633-18.5% | $3,680-41.7% | $2,032+5.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $95 | $145-34.3% | $5,194-98.2% | $110-13.8% |