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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 13 · EIN 06-1053228 ONE SEAGATE · TOLEDO, OH 43604 | Contract Administrator | $15,543 |
ANDERS MINKLER HUBER & HELM LLP8+ years Filed as: ANDERS MINKLER HUBER & HELM, LLP Service code 10 · EIN 43-0831507 800 MARKET STREET · ST. LOUIS, MO 631012501 | Accounting | $12,900 |
SOUTHARD FINANCIAL3 years Service code 34 I-BANK TOWER SUITE 708 · MEMPHIS, TN 38157 | Valuation (appraisals, etc.); Direct ... | $6,700 |
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 | $42,883 | $102,661-58.2% | $151,639-71.7% | $66,938-35.9% |
| Participation rate | 99.5% | 85.5%+13.9pp | 87.5%+12.0pp | 69.8%+29.6pp |
| Annual return | 5.26% | -10.81%+16.1pp | 3.34%+1.9pp | 1.58%+3.7pp |
| Employer contribution / active EE | $2,570 | $4,184-38.6% | $6,165-58.3% | $2,545+1.0% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,238-100.0% |
| Admin fee / account holder | $137 | $630-78.2% | $11,613-98.8% | $594-76.9% |