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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 81-4636200 | Contract Administrator | $17,271 |
BDO USA, LLP5 years Service code 10 · EIN 13-5381590 | Accounting | $16,625 |
SANSOME STREET APPRAISERS, INC.6+ years Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $15,000 |
ASCENSUS LLC1 year Filed as: FUTURE PLAN BY ASCENSUS Service code 15 1608 WALNUT STREET · PHILADELPHIA, PA 19103 | Recordkeeping | $14,378 |
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 | $90,792 | $81,474+11.4% | $133,959-32.2% | $73,493+23.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | -9.06% | 19.40%-28.5pp | 45.09%-54.2pp | 28.51%-37.6pp |
| Employer contribution / active EE | $12,601 | $2,209+470.3% | $3,919+221.6% | $2,270+455.1% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $260 | $713-63.6% | $8,928-97.1% | $513-49.4% |