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| Provider | Service type | Compensation |
|---|---|---|
ULLICO2+ years Filed as: ULLICO RETIREMENT SOLUTIONS Service code 28 · EIN 32-0016216 | Investment Management | $108,803 |
WILLIAM C. EARHART CO., INC.2+ years Filed as: WILLIAM C. EARHART COMPANY, INC. Service code 12 · EIN 93-0509592 | Recordkeeping and information managem... | $63,096 |
BOND BROTHERS2+ years Filed as: BOND BEEBE, P.C. Service code 10 · EIN 52-1044197 | Accounting | $51,626 |
CENVEO1 year Filed as: CENVEO, INC. Service code 36 2000 NW WILSON ST 9 · PORTLAND, OR 97209 | Copying and duplicating; Direct payme... | $25,944 |
HARTNETT REYES-JONES, LLC2+ years Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 29 · EIN 43-1205253 | Legal | $16,573 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $8,930 |
Participant 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 | $5,851 | $80,354-92.7% | $133,975-95.6% | $63,975-90.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 7.93% | 13.11%-5.2pp | 29.29%-21.4pp | 48.65%-40.7pp |
| Employer contribution / active EE | $2,345 | $3,503-33.1% | $5,211-55.0% | $2,182+7.5% |
| Participant deferral / active EE | $27 | $5,239-99.5% | $6,282-99.6% | $3,356-99.2% |
| Admin fee / account holder | $72 | $69+3.2% | $9,324-99.2% | $70+1.6% |