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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP1 year Service code 65 · EIN 35-0921680 | Account Maintenance | $15,023 |
VALUE CONSULTING GROUP1 year Filed as: VALUE MANAGEMENT INC Service code 34 310 EAST 46TH ST SUITE 19M · NEW YORK, NY 10017 | Valuation (appraisals, etc.) | $10,062 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,734 | $80,753+69.3% | $136,298+0.3% | $62,293+119.5% |
| Participation rate | 98.3% | 73.5%+24.8pp | 81.9%+16.4pp | 69.5%+28.8pp |
| Annual return | 8.43% | 35.83%-27.4pp | 5156.27%-5147.8pp | 28.90%-20.5pp |
| Employer contribution / active EE | $16,610 | $2,884+476.0% | $4,696+253.7% | $2,042+713.3% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $211 | $525-59.9% | $9,244-97.7% | $479-56.0% |