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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP2 years Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $23,100 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,304 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,046 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,355 | $86,692-21.2% | $119,634-42.9% | $66,949+2.1% |
| Participation rate | 86.6% | 75.6%+11.0pp | 79.3%+7.3pp | 69.8%+16.8pp |
| Annual return | -17.10% | -8.00%-9.1pp | -14.98%-2.1pp | 1.57%-18.7pp |
| Employer contribution / active EE | $3,231 | $2,536+27.4% | $4,232-23.7% | $2,545+26.9% |
| Participant deferral / active EE | $5,081 | $4,360+16.5% | $5,601-9.3% | $4,239+19.8% |
| Admin fee / account holder | $58 | $755-92.3% | $10,329-99.4% | $594-90.2% |