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| Provider | Service type | Compensation |
|---|---|---|
KERBER, ECK & BRAECKEL LLP1+ years Service code 10 · EIN 43-0352985 | Accounting | $10,425 |
BENEFITS MANAGEMENT GROUP, INC.1+ years Filed as: BENEFITS MANAGEMENT GROUP, INC Service code 14 · EIN 20-0188125 | Plan Administrator | $8,000 |
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $7,050 |
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 | $1,008 | $39,859-97.5% | $78,676-98.7% | $57,658-98.3% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | -1.36% | 18.96%-20.3pp | 62.19%-63.5pp | 5.13%-6.5pp |
| Employer contribution / active EE | $1,441 | $1,786-19.3% | $2,850-49.5% | $1,974-27.0% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $17 | $76-77.7% | $4,510-99.6% | $95-82.0% |