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| Provider | Service type | Compensation |
|---|---|---|
ESOP PARTNERS LLC3+ years Service code 13 · EIN 20-5396546 | Contract Administrator | $13,485 |
GORACKE & ASSOC CPA1 year Service code 10 · EIN 47-0700692 | Accounting | $10,500 |
Participant contribution per participant 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 | $19,829 | $67,606-70.7% | $82,313-75.9% | $70,124-71.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.42% | 21.57%-6.1pp | 25.88%-10.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $4,557 | $1,755+159.7% | $2,428+87.7% | $2,342+94.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $253 | $4,512-94.4% | $5,608-95.5% | $4,645-94.6% |