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| Provider | Service type | Compensation |
|---|---|---|
BERRY & CO., CPA'S LTD4 years Service code 10 · EIN 88-0400174 | Accounting | $36,124 |
WILSON-MCSHANE CORPORATION3 years Filed as: WILSON MCSHANE CORP Service code 10 · EIN 41-0956552 | Accounting | $29,900 |
Service code 29 · EIN 26-1367865 | Legal | $28,505 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $10,801 |
GLOBAL TRUST COMPANY3 years Service code 21 · EIN 26-3761443 | Bank Trustee | $7,480 |
Filed as: PRINCIPAL TRUST CO. Service code 19 · EIN 51-0099493 | Securities Custodian | $4,660 |
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 | $4,622 | $76,774-94.0% | $112,249-95.9% | $77,906-94.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -15.87% | -10.25%-5.6pp | 27.48%-43.4pp | 12.16%-28.0pp |
| Employer contribution / active EE | $1,425 | $3,977-64.2% | $3,636-60.8% | $2,846-49.9% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $32 | $239-86.5% | $6,412-99.5% | $133-75.6% |