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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 62-1116095 2001 CALDWELL DR · GOODLETTSVILLE, TN 37072 | Contract Administrator | $134,512 |
THE YOUNGDAHL LAW FIRM, P.C.2 years Service code 29 · EIN 75-3110632 4203 MONTROSE BLVD 280 · HOUSTON, TX 77006 | Legal | $81,545 |
AMALGAMATED BANK6 years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $51,492 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN D BILLER ASSOCIATES, INC. Service code 27 · EIN 94-2854958 535 MIDDLEFIELD RD SUITE 230 · MENLO PARK, CA 64025 | Advisory (Plan) | $50,000 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 44-0642126 7501 WISCONSIN AVENUE, 1200 WEST · BETHESDA, MD 20814 | Accounting | $18,733 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $12,818 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $17,112 | $135,240-87.3% | $170,055-89.9% | $96,393-82.2% |
| Participation rate | 100.0% | 86.5%+13.5pp | 87.0%+13.0pp | 71.3%+28.7pp |
| Annual return | 40.47% | 22.04%+18.4pp | 53.43%-13.0pp | 22.88%+17.6pp |
| Employer contribution / active EE | $983 | $5,029-80.4% | $6,790-85.5% | $3,239-69.6% |
| Participant deferral / active EE | $20 | $8,138-99.8% | $10,410-99.8% | $5,455-99.6% |
| Admin fee / account holder | $28 | $85-66.8% | $12,828-99.8% | $74-61.8% |