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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY4 years Service code 28 · EIN 58-1428634 | Investment Management | $42,794 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $27,300 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,513 | $47,648-40.2% | $130,648-78.2% | $67,579-57.8% |
| Participation rate | 85.1% | 60.4%+24.7pp | 71.7%+13.4pp | 71.3%+13.9pp |
| Annual return | 15.04% | 25.73%-10.7pp | 1708.96%-1693.9pp | 378.56%-363.5pp |
| Employer contribution / active EE | $2,353 | $1,408+67.1% | $4,092-42.5% | $2,148+9.6% |
| Participant deferral / active EE | $0 | $2,616-100.0% | $3,603-100.0% | $3,539-100.0% |
| Admin fee / account holder | $219 | $105+108.8% | $5,464-96.0% | $142+54.1% |