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| Provider | Service type | Compensation |
|---|---|---|
HENDERMAN JESSEE & CO5+ years Service code 10 · EIN 31-1490913 | Accounting | $8,850 |
ASCENSUS LLC5+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 70 · EIN 31-1560462 | Consulting Fees | $3,965 |
BAIRD INSURANCE SERVICES INC4 years Filed as: J J B HILLIARD W LYONS Service code 27 · EIN 26-2333067 | Advisory (Plan) | $3,294 |
Filed as: FIDELITY INVESTMENTS INST. OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,008 |
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 | $17,323 | $76,371-77.3% | $93,621-81.5% | $72,975-76.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 19.51% | 25.82%-6.3pp | 32.76%-13.3pp | 81.01%-61.5pp |
| Employer contribution / active EE | $1,349 | $2,276-40.7% | $2,719-50.4% | $2,440-44.7% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $143 | $6,839-97.9% | $7,890-98.2% | $5,124-97.2% |