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| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP6 years Service code 10 · EIN 95-2036255 | Accounting | $117,692 |
Filed as: TOTALTRUST, LLC Service code 13 · EIN 26-0048379 | Contract Administrator | $95,763 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS,INC Service code 28 · EIN 52-1296988 | Investment Management | $21,223 |
Filed as: MCCRACKEN STEMERMAN & HOLSBERRY LLP Service code 29 · EIN 94-1709555 | Legal | $19,951 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,226 | $44,898-90.6% | $85,126-95.0% | $199,921-97.9% |
| Participation rate | 100.0% | 45.7%+54.3pp | 67.5%+32.5pp | 72.0%+28.0pp |
| Annual return | 1.76% | 20.98%-19.2pp | 66.63%-64.9pp | 34.28%-32.5pp |
| Employer contribution / active EE | $1,962 | $1,367+43.5% | $2,731-28.2% | $3,035-35.4% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,523-100.0% | $5,089-100.0% |
| Admin fee / account holder | $159 | $585-72.8% | $6,160-97.4% | $269-40.9% |