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| Provider | Service type | Compensation |
|---|---|---|
RICHEY MAY & CO LLP4 years Filed as: RICHEY, MAY & CO., LLP Service code 10 · EIN 71-0911208 | Accounting | $10,700 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $8,805 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT. Service code 28 · EIN 36-3429599 | Investment Management | $5,101 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,815 | $128,603-55.8% | $197,124-71.2% | $67,986-16.4% |
| Participation rate | 95.1% | 81.7%+13.4pp | 86.7%+8.4pp | 57.2%+37.9pp |
| Annual return | 18.82% | 23.77%-5.0pp | 44.34%-25.5pp | 31.67%-12.8pp |
| Employer contribution / active EE | $2,955 | $4,379-32.5% | $6,227-52.5% | $2,019+46.4% |
| Participant deferral / active EE | $7,585 | $6,840+10.9% | $9,135-17.0% | $3,358+125.9% |
| Admin fee / account holder | $140 | $3,035-95.4% | $16,298-99.1% | $3,203-95.6% |