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| Provider | Service type | Compensation |
|---|---|---|
BERRY & CO., CPA'S LTD3+ years Filed as: BERRY & CO., CPA'S, LTD Service code 10 · EIN 88-0400174 | Accounting | $30,253 |
WILSON-MCSHANE CORPORATION3+ years Service code 10 · EIN 41-0956552 | Accounting | $24,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $5,000 |
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 | $1,859 | $221,442-99.2% | $92,240-98.0% | $77,958-97.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 6.69% | 15.65%-9.0pp | 176.29%-169.6pp | 20.87%-14.2pp |
| Employer contribution / active EE | $1,097 | $3,226-66.0% | $3,680-70.2% | $2,310-52.5% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $35 | $210-83.4% | $5,194-99.3% | $97-64.2% |