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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC1+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $20,732 |
DAVIS WRIGHT TREMAINE1+ years Filed as: DAVIS, COWELL & BOWE, LLP Service code 29 595 MARKET STREET SUITE 1400 · SAN FRANCISCO, CA 94105 | Legal | $18,864 |
CARDAY ASSOCIATES1+ years Service code 13 · EIN 53-0257019 | Contract Administrator | $13,929 |
WEYRICH, CRONIN & SORRA, LLC1+ years Filed as: WEYRICH, CRONIN & SORRA CHARTERED Service code 10 · EIN 52-1162023 | Accounting | $13,353 |
CALIBRE CPA GROUP PLLC1+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $13,249 |
EUCLID SPECIALTY MANAGERS, LLC1+ years Service code 23 · EIN 36-2533337 | Insurance services | $5,360 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 | Insurance Commissions | $1,844 |
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 | $4,309 | $21,965-80.4% | $59,496-92.8% | $59,188-92.7% |
| Participation rate | 91.2% | 32.6%+58.7pp | 54.6%+36.7pp | 69.4%+21.8pp |
| Annual return | 0.27% | 22.15%-21.9pp | 182.05%-181.8pp | 5.51%-5.2pp |
| Employer contribution / active EE | $778 | $316+145.8% | $1,153-32.5% | $2,098-62.9% |
| Participant deferral / active EE | $0 | $732-100.0% | $1,829-100.0% | $3,265-100.0% |
| Admin fee / account holder | $40 | $74-46.0% | $2,232-98.2% | $92-56.4% |