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| Provider | Service type | Compensation |
|---|---|---|
L M KOHN & COMPANY2+ years Filed as: KOHN & REZNICK LLC Service code 10 · EIN 22-1478099 | Accounting | $17,500 |
Service code 28 · EIN 20-5426003 | Investment Management | $15,181 |
UNITED BANK, N.A.2+ years Service code 28 · EIN 54-1071198 | Investment Management | $11,097 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 23-2384840 | Securities Custodian | $5,435 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,538 | $54,392-64.1% | $84,753-76.9% | $63,975-69.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 8.56% | 611.38%-602.8pp | 22.78%-14.2pp | 48.65%-40.1pp |
| Employer contribution / active EE | $0 | $2,943-100.0% | $3,574-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $19 | $136-86.1% | $5,333-99.6% | $70-73.2% |