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| Provider | Service type | Compensation |
|---|---|---|
CENSEO ADVISORS1 year Service code 34 680 VILLAGE TRACE NE, BLDG 20, SUIT · MARIETTA, GA 30067 | Valuation (appraisals, etc.) | $21,000 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 3630 PEACHTREE ROAD NE SUITE 30309 · ATLANTA, GA 30309 | Accounting | $14,750 |
ESOP PARTNERS LLC1 year Service code 64 3601 E. EVERGREEN DR. SUITE 200 · APPLETON, WI 54913 | Recordkeeping Fees | $9,806 |
GREATBANC TRUST COMPANY1 year Service code 21 801 WARRENVILLE ROAD, SUITE 500 · LISLE, IL 60532 | Bank Trustee | $6,250 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,164 | $69,383-98.3% | $101,275-98.9% | $73,497-98.4% |
| Participation rate | 96.9% | 68.4%+28.5pp | 75.8%+21.1pp | 70.7%+26.2pp |
| Annual return | -93.79% | 18.46%-112.2pp | 46.48%-140.3pp | 28.51%-122.3pp |
| Employer contribution / active EE | $2,034 | $2,628-22.6% | $3,660-44.4% | $2,270-10.4% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $120 | $704-82.9% | $5,948-98.0% | $513-76.6% |