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| Provider | Service type | Compensation |
|---|---|---|
CENTRAL BANK & TRUST CO.4 years Filed as: CENTRAL BANK & TRUST COMPANY Service code 99 · EIN 61-0153605 | Other Fees | $41,258 |
SALTMARSH, CLEVELAND & GUND2 years Filed as: SALTMARSH CLEAVELAND AND GUND Service code 99 · EIN 59-2922169 | Other Fees | $19,200 |
MCGREGOR & ASSOCIATES, INC.3 years Filed as: MCGREGOR & ASSOC INC Service code 49 | Other Services | $8,554 |
MCGREGOR & ASSOCIATES, INC.3 years Filed as: MCGREGOR AND ASSOCIATES Service code 49 · EIN 61-0153605 | Other Services | $8,189 |
Filed as: VOYA RETIREMENT AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,191 | $50,815-81.9% | $155,509-94.1% | $77,643-88.2% |
| Participation rate | 81.4% | 63.1%+18.2pp | 78.2%+3.2pp | 70.6%+10.8pp |
| Annual return | 11.20% | 34.80%-23.6pp | 64.67%-53.5pp | 31.24%-20.0pp |
| Employer contribution / active EE | $1,760 | $1,993-11.7% | $4,672-62.3% | $2,726-35.4% |
| Participant deferral / active EE | $3,288 | $2,822+16.5% | $5,626-41.6% | $4,647-29.3% |
| Admin fee / account holder | $61 | $437-86.0% | $15,912-99.6% | $430-85.8% |