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| Provider | Service type | Compensation |
|---|---|---|
PURVIS GRAY4 years Filed as: PURVIS GRAY & COMPANY Service code 10 · EIN 59-0548468 | Accounting | $16,000 |
MORSE DOMEIER BUMGARDNER LLC5 years Service code 13 · EIN 81-4636200 | Contract Administrator | $15,113 |
SANSOME STREET APPRAISERS, INC.10+ years Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $8,000 |
Annual investment return 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 | $77,855 | $89,435-12.9% | $164,975-52.8% | $77,714+0.2% |
| Participation rate | 96.4% | 78.6%+17.8pp | 78.6%+17.8pp | 70.6%+25.8pp |
| Annual return | 1.65% | 28.82%-27.2pp | 70.12%-68.5pp | 31.26%-29.6pp |
| Employer contribution / active EE | $5,836 | $2,563+127.7% | $4,343+34.4% | $2,727+114.0% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $132 | $340-61.1% | $12,688-99.0% | $433-69.5% |