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| Provider | Service type | Compensation |
|---|---|---|
HAZARD & SIEGEL INC4 years Filed as: HAZARD & SIEGEL ADVISORY SVSC Service code 27 · EIN 16-0954584 | Advisory (Plan) | $13,981 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,124 |
Participant contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,142 | $84,936-70.4% | $111,297-77.4% | $79,386-68.3% |
| Participation rate | 70.1% | 75.9%-5.8pp | 77.3%-7.3pp | 70.7%-0.6pp |
| Annual return | 15.10% | 17.45%-2.4pp | 54.65%-39.6pp | 116.85%-101.8pp |
| Employer contribution / active EE | $671 | $1,979-66.1% | $2,731-75.4% | $2,427-72.4% |
| Participant deferral / active EE | $1,673 | $3,888-57.0% | $4,487-62.7% | $4,046-58.7% |
| Admin fee / account holder | $116 | $537-78.3% | $7,964-98.5% | $626-81.4% |