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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS KEEPERS LLC3 years Filed as: WILLIAMS KEEPERS Service code 10 · EIN 41-1126847 | Accounting | $14,000 |
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $7,500 |
BENEFIT TRUST COMPANY8+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $4,796 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,708 | $76,050-83.3% | $96,544-86.8% | $71,457-82.2% |
| Participation rate | 95.5% | 74.4%+21.1pp | 76.0%+19.6pp | 67.9%+27.6pp |
| Annual return | 5.09% | 22.81%-17.7pp | 25.84%-20.7pp | 28.85%-23.8pp |
| Employer contribution / active EE | $3,205 | $2,244+42.8% | $2,965+8.1% | $2,588+23.9% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $177 | $2,707-93.5% | $8,252-97.9% | $1,587-88.8% |