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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MARCO INVESTMENT MANAGEMENT LLC Service code 21 · EIN 58-2405742 | Bank Trustee | $31,923 |
THE YOUNGDAHL LAW FIRM, P.C.1+ years Filed as: YOUNGDAHL & CITTI P.C. Service code 22 · EIN 75-3110632 | Insurance Broker | $19,629 |
CUNEO, LAWSON, SHAY & STALEY1+ years Filed as: CUNEO LAWSON SHAY & STALEY CPAS Service code 10 · EIN 44-0642126 | Accounting | $8,719 |
ERISA SERVICES, INC.1+ years Filed as: ERISA ADMINISTRATORS LLC Service code 13 · EIN 75-2915587 | Contract Administrator | $6,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,420 | $75,760-95.5% | $123,105-97.2% | $59,188-94.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | -2.09% | 2.93%-5.0pp | 13.22%-15.3pp | 5.51%-7.6pp |
| Employer contribution / active EE | $518 | $3,415-84.8% | $5,151-89.9% | $2,098-75.3% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $40 | $61-34.9% | $9,014-99.6% | $92-57.1% |