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| Provider | Service type | Compensation |
|---|---|---|
RICHEY MAY & CO LLP3 years Filed as: RICHEY, MAY & CO., LLP Service code 10 · EIN 71-0911208 | Accounting | $13,450 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT., Service code 28 · EIN 36-3429599 | Investment Management | $7,614 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $3,040 |
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 | $48,702 | $122,063-60.1% | $184,256-73.6% | $74,478-34.6% |
| Participation rate | 97.1% | 85.5%+11.6pp | 86.8%+10.3pp | 67.2%+29.9pp |
| Annual return | 13.25% | 19.92%-6.7pp | 28.85%-15.6pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $1,571 | $4,539-65.4% | $6,427-75.6% | $2,626-40.2% |
| Participant deferral / active EE | $6,988 | $7,144-2.2% | $9,133-23.5% | $4,350+60.6% |
| Admin fee / account holder | $127 | $1,253-89.8% | $13,899-99.1% | $1,946-93.4% |