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| Provider | Service type | Compensation |
|---|---|---|
BERRY & CO., CPA'S LTD4+ years Filed as: BERRY & CO., CPA'S, LTD Service code 10 · EIN 88-0400174 | Accounting | $31,228 |
WILSON-MCSHANE CORPORATION4+ years Service code 10 · EIN 41-0956552 | Accounting | $25,100 |
THE URBAN LAW FIRM4+ years Service code 29 · EIN 75-2986189 | Legal | $5,975 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $5,530 |
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 | $2,584 | $60,396-95.7% | $83,831-96.9% | $75,289-96.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -4.53% | 3.84%-8.4pp | 850.99%-855.5pp | -0.04%-4.5pp |
| Employer contribution / active EE | $1,372 | $3,343-59.0% | $3,631-62.2% | $2,405-43.0% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $28 | $141-80.5% | $5,479-99.5% | $102-73.1% |