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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 | Accounting | $13,252 |
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 | $2,781 | $56,443-95.1% | $83,831-96.7% | $55,725-95.0% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 5.28% | 393.67%-388.4pp | 850.99%-845.7pp | 244.93%-239.7pp |
| Employer contribution / active EE | $1,697 | $2,682-36.7% | $3,631-53.3% | $2,078-18.4% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $37 | $156-76.1% | $5,479-99.3% | $115-67.6% |