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| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 | Accounting | $96,696 |
Filed as: TOTALTRUST, LLC Service code 13 · EIN 26-0048379 | Contract Administrator | $75,189 |
Filed as: MCCRACKEN STEMERMAN & HOLSBERRY LLP Service code 29 · EIN 94-1709555 | Legal | $33,718 |
LSV ASSET MANAGEMENT2 years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $9,803 |
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 | $2,783 | $40,278-93.1% | $80,607-96.5% | $80,149-96.5% |
| Participation rate | 100.0% | 47.5%+52.5pp | 67.0%+33.0pp | 72.9%+27.1pp |
| Annual return | -6.51% | 50.86%-57.4pp | 936.11%-942.6pp | 40.39%-46.9pp |
| Employer contribution / active EE | $1,697 | $1,332+27.4% | $2,724-37.7% | $2,977-43.0% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $4,448-100.0% | $5,015-100.0% |
| Admin fee / account holder | $136 | $210-35.3% | $5,379-97.5% | $145-6.2% |