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| Provider | Service type | Compensation |
|---|---|---|
HENDERMAN JESSEE & CO4+ years Service code 10 · EIN 31-1490913 | Accounting | $8,850 |
BAIRD INSURANCE SERVICES INC3 years Filed as: J J B HILLIARD W LYONS Service code 27 · EIN 26-2333067 | Advisory (Plan) | $4,835 |
ASCENSUS LLC4+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 17 · EIN 31-1560462 | Pension Consulting | $3,775 |
Filed as: FIDELITY INVESTMENTS INST. OPS CO Service code 25 · EIN 04-2647786 | Directed Trustee | $1,930 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,787 | $61,660-72.8% | $80,022-79.0% | $64,173-73.8% |
| Participation rate | 98.7% | 71.7%+27.0pp | 75.8%+22.9pp | 69.6%+29.1pp |
| Annual return | -6.63% | -0.33%-6.3pp | 11.22%-17.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,355 | $1,810-25.1% | $2,468-45.1% | $2,381-43.1% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $119 | $5,417-97.8% | $6,521-98.2% | $4,887-97.6% |