Filed August 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $149,050 |
BANKERS TRUST COMPANY1 year Filed as: TI TRUST Service code 25 · EIN 20-1171923 | Directed Trustee | $70,956 |
COHN REZNICK LLP4 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $35,500 |
Filed as: STOUT RISIUS ROSS Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.); Direct ... | $35,346 |
NEST EGG COMMUNICAITONS1 year Filed as: NEST EGG COMMUNICATION Service code 38 · EIN 47-2716899 | Participant Communication | $6,725 |
NIXON PEABODY LLP3 years Filed as: NIXON PEABODY Service code 29 · EIN 16-0764720 | Legal | $5,442 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,213 | $127,481-34.7% | $149,751-44.4% | $90,274-7.8% |
| Participation rate | 98.7% | 78.2%+20.5pp | 82.5%+16.3pp | 73.4%+25.4pp |
| Annual return | 28.71% | 57.78%-29.1pp | 276.71%-248.0pp | 53.97%-25.3pp |
| Employer contribution / active EE | $2 | $3,448-99.9% | $4,646-100.0% | $2,523-99.9% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,843-100.0% | $4,231-100.0% |
| Admin fee / account holder | $101 | $152-33.4% | $9,312-98.9% | $114-11.4% |