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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $204,072 |
SB & COMPANY, LLC8 years Service code 10 · EIN 20-2153727 | Accounting | $19,125 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $4,472 | $53,254-91.6% | $155,574-97.1% | $199,921-97.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 11.70% | 41.18%-29.5pp | 64.87%-53.2pp | 34.28%-22.6pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,676-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $1,600 | $3,165-49.5% | $5,629-71.6% | $5,089-68.6% |
| Admin fee / account holder | $41 | $186-78.1% | $15,914-99.7% | $269-84.9% |