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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $62,228 |
FARBER HASS HURLEY LLP7+ years Filed as: FARBER HAAS HURLEY, LLP Service code 10 · EIN 20-4207759 | Accounting | $20,506 |
Service code 16 · EIN 61-1758632 | Consulting | $6,086 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,368 | $114,195-84.8% | $106,554-83.7% | $93,010-81.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.1%+23.9pp | 73.9%+26.1pp |
| Annual return | 6.35% | 22.18%-15.8pp | 26.80%-20.5pp | 158.70%-152.4pp |
| Employer contribution / active EE | $1,304 | $4,009-67.5% | $2,819-53.8% | $2,705-51.8% |
| Participant deferral / active EE | $0 | $5,908-100.0% | $4,398-100.0% | $4,561-100.0% |
| Admin fee / account holder | $51 | $105-51.7% | $7,408-99.3% | $152-66.7% |