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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 13 · EIN 06-1053228 ONE SEAGATE · TOLEDO, OH 43604 | Contract Administrator | $20,423 |
ANDERS MINKLER HUBER & HELM LLP10+ years Filed as: ANDERS MINKLER HUBER & HELM, LLP Service code 10 · EIN 43-0831507 800 MARKET STREET · ST. LOUIS, MO 631012501 | Accounting | $14,500 |
SOUTHARD FINANCIAL5 years Service code 34 I-BANK TOWER SUITE 708 · MEMPHIS, TN 38157 | Valuation (appraisals, etc.); Direct ... | $7,200 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,256 | $122,042-56.4% | $184,243-71.1% | $74,429-28.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 19.63% | 19.91%-0.3pp | 28.82%-9.2pp | 1368.38%-1348.8pp |
| Employer contribution / active EE | $2,933 | $4,538-35.4% | $6,427-54.4% | $2,625+11.8% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $155 | $1,252-87.6% | $13,914-98.9% | $1,944-92.0% |