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| Provider | Service type | Compensation |
|---|---|---|
ROCKEFELLER1 year Service code 27 45 ROCKEFELLER PLAZA · NEW YORK, NY 10111 | Advisory (Plan) | $20,838 |
VBA BENEFITS CORPORATION1 year Filed as: VBA Service code 10 4145 EMBASSY DR SE · GRAND RAPIDS, MI 49546 | Accounting | $13,000 |
Filed as: MATHESON FINANCIAL ADVISORS Service code 34 · EIN 20-0431875 | Valuation (appraisals, etc.) | $9,750 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,969 | $106,230-42.6% | $147,080-58.5% | $77,736-21.6% |
| Participation rate | 98.0% | 78.4%+19.6pp | 82.2%+15.8pp | 70.6%+27.4pp |
| Annual return | 41.01% | 56.91%-15.9pp | 420.17%-379.2pp | 31.26%+9.7pp |
| Employer contribution / active EE | $3,811 | $4,072-6.4% | $4,933-22.8% | $2,728+39.7% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $127 | $338-62.4% | $12,989-99.0% | $433-70.6% |