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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 13 · EIN 06-1053228 ONE SEAGATE · TOLEDO, OH 43604 | Contract Administrator | $18,199 |
ANDERS MINKLER HUBER & HELM LLP9+ years Filed as: ANDERS MINKLER HUBER & HELM, LLP Service code 10 · EIN 43-0831507 800 MARKET STREET · ST. LOUIS, MO 631012501 | Accounting | $13,500 |
SOUTHARD FINANCIAL4 years Service code 34 I-BANK TOWER SUITE 708 · MEMPHIS, TN 38157 | Direct payment from the plan; Valuati... | $7,200 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,470 | $130,194-65.1% | $169,993-73.3% | $71,457-36.4% |
| Participation rate | 99.5% | 86.1%+13.3pp | 87.0%+12.5pp | 67.9%+31.6pp |
| Annual return | 9.50% | 20.37%-10.9pp | 53.37%-43.9pp | 28.85%-19.3pp |
| Employer contribution / active EE | $2,691 | $4,381-38.6% | $6,785-60.3% | $2,588+4.0% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $10,408-100.0% | $4,289-100.0% |
| Admin fee / account holder | $147 | $966-84.8% | $12,815-98.9% | $1,587-90.8% |