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| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES4+ years Filed as: BAM ADVISOR SERVICES, LLC Service code 26 · EIN 16-1728260 | Advisory (Participants) | $22,285 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: KASSOUF RETIREMENT PLAN SERV, LLC Service code 15 · EIN 63-1239553 | Recordkeeping | $17,440 |
CONEXUS CPA GROUP4+ years Service code 10 900 CIRCLE 75 PARKWAY SOUTH EAST · ATLANTA, GA 30339 | Accounting | $14,500 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 717 17TH STREET, SUITE 1700 · DENVER, CO 80202 | Trustee (bank, trust company, or simi... | $1,537 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMAPNY Service code 18 | Trustee (bank, trust company, or simi... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,500 | $76,371-74.5% | $93,621-79.2% | $72,975-73.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 7.50% | 25.82%-18.3pp | 32.76%-25.3pp | 81.01%-73.5pp |
| Employer contribution / active EE | $568 | $2,276-75.0% | $2,719-79.1% | $2,440-76.7% |
| Participant deferral / active EE | $1,108 | $3,538-68.7% | $4,070-72.8% | $3,608-69.3% |
| Admin fee / account holder | $293 | $6,839-95.7% | $7,890-96.3% | $5,124-94.3% |