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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 | $98,776-100.0% | $119,126-100.0% | $89,670-100.0% |
| Participation rate | 0.0% | 83.1%-83.1pp | 75.8%-75.8pp | 71.2%-71.2pp |
| Annual return | 5.68% | 9.25%-3.6pp | 282.11%-276.4pp | 19.66%-14.0pp |
| Employer contribution / active EE | $3,382 | $5,802-41.7% | $4,034-16.2% | $4,041-16.3% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $0 | $230-100.0% | $10,693-100.0% | $352-100.0% |