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| Provider | Service type | Compensation |
|---|---|---|
UMR2 years Service code 14 · EIN 39-1995276 | Plan Administrator | $40,656 |
KERBER, ECK & BRAECKEL LLP8 years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 | Accounting | $16,100 |
CAVANAGH & O'HARA4 years Filed as: CAVANAGH OHARA Service code 29 · EIN 37-1259635 | Legal | $7,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $106,351-100.0% | $105,223-100.0% | $103,975-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 75.0%-75.0pp | 72.5%-72.5pp |
| Annual return | 5.68% | 11.69%-6.0pp | 180.65%-175.0pp | 19.41%-13.7pp |
| Employer contribution / active EE | $3,382 | $5,336-36.6% | $3,689-8.3% | $3,722-9.2% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $0 | $316-100.0% | $8,859-100.0% | $332-100.0% |