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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP1 year Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $29,500 |
IRA GROUP1 year Service code 27 · EIN 58-1989031 | Advisory (Plan) | $15,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,768 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,456 |
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 | $80,707 | $93,182-13.4% | $146,643-45.0% | $79,391+1.7% |
| Participation rate | 88.6% | 76.4%+12.1pp | 80.1%+8.5pp | 70.7%+17.8pp |
| Annual return | 11.58% | 21.61%-10.0pp | 22.75%-11.2pp | 116.88%-105.3pp |
| Employer contribution / active EE | $2,979 | $2,420+23.1% | $4,137-28.0% | $2,428+22.7% |
| Participant deferral / active EE | $4,613 | $4,169+10.7% | $5,506-16.2% | $4,046+14.0% |
| Admin fee / account holder | $182 | $585-68.9% | $10,280-98.2% | $627-70.9% |