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| Provider | Service type | Compensation |
|---|---|---|
ARMAO LLP2+ years Service code 10 · EIN 46-2754053 | Accounting | $30,417 |
STADION MONEY MANAGEMENT2+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $23,760 |
DIVISION A PENSION FUND2+ years Service code 15 · EIN 13-2569697 | Recordkeeping | $23,250 |
Filed as: GUARDIAN RETIREMENT SVS. Service code 15 · EIN 13-2656036 | Recordkeeping | $15,739 |
PITTA LLP2+ years Filed as: PITTA & GIBLIN LLP Service code 29 · EIN 26-3852082 | Legal | $9,777 |
Filed as: GUARDIAN INSURANCE & ANNUITY COMP Service code 15 | Recordkeeping | $8,651 |
Service code 15 · EIN 13-2656036 | Recordkeeping | $0 |
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 | $3,806 | $22,291-82.9% | $69,182-94.5% | $63,975-94.1% |
| Participation rate | 100.0% | 35.3%+64.7pp | 55.1%+44.9pp | 71.1%+28.9pp |
| Annual return | 6.15% | 9.30%-3.2pp | -21.93%+28.1pp | 48.65%-42.5pp |
| Employer contribution / active EE | $229 | $325-29.7% | $1,206-81.0% | $2,182-89.5% |
| Participant deferral / active EE | $733 | $808-9.3% | $1,897-61.4% | $3,356-78.2% |
| Admin fee / account holder | $81 | $73+11.2% | $2,697-97.0% | $70+15.3% |