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| Provider | Service type | Compensation |
|---|---|---|
ENNIS, PELLUM & ASSOCIATES1+ years Filed as: ENNIS PELLUM ASSOCIATES CPAS Service code 10 · EIN 59-1843700 | Accounting | $14,500 |
MATHESON FINANCIAL ADVISORS INC1+ years Filed as: MATHESON FINANCIAL ADVISORS Service code 34 · EIN 20-0431875 | Valuation (appraisals, etc.) | $14,254 |
URBACH LAW GROUP1+ years Filed as: URBACH LAW GROUP, INC. Service code 21 · EIN 26-3467266 | Bank Trustee | $6,000 |
SES ADVISORS, INC.1+ years Service code 15 · EIN 04-3760707 | Recordkeeping | $5,990 |
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,190 | $70,002-55.4% | $115,038-72.9% | $52,331-40.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 15.55% | 4.04%+11.5pp | 26.14%-10.6pp | 4.54%+11.0pp |
| Employer contribution / active EE | $305 | $2,715-88.8% | $4,608-93.4% | $1,882-83.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $254 | $566-55.1% | $8,175-96.9% | $592-57.0% |