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| Provider | Service type | Compensation |
|---|---|---|
BERRY & CO., CPA'S LTD6 years Service code 10 · EIN 88-0400174 | Accounting | $41,783 |
Service code 29 · EIN 26-1367865 | Legal | $35,577 |
WILSON-MCSHANE CORPORATION5 years Filed as: WILSON MCSHANE CORP Service code 10 · EIN 41-0956552 | Accounting | $32,300 |
GLOBAL TRUST COMPANY5 years Service code 21 · EIN 26-3761443 | Bank Trustee | $12,409 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $11,631 |
Filed as: PRINCIPAL TRUST CO. Service code 19 · EIN 51-0099493 | Securities Custodian | $7,110 |
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 | $6,025 | $241,850-97.5% | $102,437-94.1% | $200,096-97.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 6.18% | 17.67%-11.5pp | 24.95%-18.8pp | 34.26%-28.1pp |
| Employer contribution / active EE | $1,478 | $4,253-65.3% | $3,871-61.8% | $3,038-51.4% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $30 | $288-89.5% | $8,388-99.6% | $269-88.8% |