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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $65,398 |
Filed as: MILLENNIUM PRIVATE WEALTH Service code 27 225 SEVEN FARMS DRIVE · CHARLESTON, SC 29492 | Advisory (Plan) | $27,943 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $11,000 |
RETIREMENT STRATEGIES, INC.5+ years Filed as: RETIREMENT STRATEGIES, INC Service code 10 229 FURY'S FERRY RD. · AUGUSTA, GA 30907 | Accounting | $10,410 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $212,470-100.0% | $428,620-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 52.4%-52.4pp | 46.0%-46.0pp | 47.4%-47.4pp |
| Annual return | 8.52% | 21.43%-12.9pp | 20.73%-12.2pp | 12.16%-3.6pp |
| Employer contribution / active EE | $56,677 | $39,472+43.6% | $36,503+55.3% | $44,747+26.7% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |