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| Provider | Service type | Compensation |
|---|---|---|
MOORE & VAN ALLEN PLLC2 years Service code 29 · EIN 56-0559307 | Legal | $36,009 |
Service code 15 · EIN 13-4238973 | Recordkeeping | $31,937 |
Service code 10 · EIN 59-1843700 | Accounting | $15,000 |
BVI3+ years Service code 34 · EIN 59-3137254 | Valuation (appraisals, etc.) | $5,875 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,739 | $36,767-76.2% | $81,473-89.3% | $62,293-86.0% |
| Participation rate | 84.1% | 54.4%+29.7pp | 68.0%+16.1pp | 69.5%+14.6pp |
| Annual return | 58.31% | 173.80%-115.5pp | 38.78%+19.5pp | 28.90%+29.4pp |
| Employer contribution / active EE | $2,729 | $1,128+141.9% | $2,568+6.3% | $2,042+33.6% |
| Participant deferral / active EE | $0 | $2,111-100.0% | $3,537-100.0% | $3,169-100.0% |
| Admin fee / account holder | $219 | $797-72.6% | $4,561-95.2% | $479-54.4% |