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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: FINDLEY, A DIVISION OF USI Service code 13 · EIN 06-1053228 ONE SEAGATE · TOLEDO, OH 43604 | Contract Administrator | $14,042 |
ANDERS MINKLER HUBER & HELM LLP6+ years Filed as: ANDERS MINKLER HUBER & HELM, LLP Service code 10 · EIN 43-0831507 800 MARKET STREET · ST. LOUIS, MO 631012501 | Accounting | $8,300 |
SOUTHARD FINANCIAL1 year Service code 34 I-BANK TOWER SUITE 708 · MEMPHIS, TN 38157 | Valuation (appraisals, etc.); Direct ... | $6,700 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,388 | $136,307-71.8% | $177,848-78.4% | $73,497-47.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 7.17% | 18.68%-11.5pp | 48.33%-41.2pp | 28.51%-21.3pp |
| Employer contribution / active EE | $2,327 | $3,712-37.3% | $5,919-60.7% | $2,270+2.5% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $130 | $596-78.2% | $12,431-99.0% | $513-74.7% |