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| Provider | Service type | Compensation |
|---|---|---|
BERRY & CO., CPA'S LTD1 year Service code 10 · EIN 88-0400174 | Accounting | $34,586 |
Filed as: WILSON MCSHANE CORPORATION Service code 10 · EIN 41-0956552 | Accounting | $26,300 |
Service code 29 · EIN 26-1367865 | Legal | $11,410 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $7,998 |
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 | $3,541 | $66,051-94.6% | $92,909-96.2% | $77,775-95.4% |
| Participation rate | 99.7% | 81.0%+18.7pp | 76.0%+23.7pp | 73.2%+26.5pp |
| Annual return | 19.05% | 20.69%-1.6pp | 109.44%-90.4pp | 32.58%-13.5pp |
| Employer contribution / active EE | $1,403 | $3,426-59.0% | $3,653-61.6% | $2,504-44.0% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $29 | $148-80.1% | $5,795-99.5% | $100-70.7% |