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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 86-1001235 | Plan Administrator | $25,400 |
RICHARD J CADENASSO1 year Service code 34 · EIN 55-9685957 | Valuation (appraisals, etc.); Direct ... | $5,700 |
Filed as: MANSPERGER PATTERSON & MCMULLIN,PLC Service code 10 · EIN 86-0751928 | Accounting | $5,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,584 | $57,921-33.4% | $84,753-54.5% | $57,661-33.1% |
| Participation rate | 99.1% | 72.9%+26.1pp | 76.6%+22.5pp | 70.2%+28.9pp |
| Annual return | 4.40% | 10.24%-5.8pp | 22.78%-18.4pp | 5.13%-0.7pp |
| Employer contribution / active EE | $9,174 | $2,598+253.1% | $3,574+156.7% | $1,974+364.8% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $44 | $130-65.7% | $5,333-99.2% | $95-52.9% |