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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROBEIN, URANN, SPENCER, ET AL. Service code 29 · EIN 72-0999672 | Legal | $17,632 |
NEEDLES & ASSOCIATES, LLC1+ years Service code 10 · EIN 51-0435869 | Accounting | $14,206 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,290 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,408 | $71,802-88.3% | $133,975-93.7% | $57,658-85.4% |
| Participation rate | 84.5% | 85.5%-1.0pp | 87.1%-2.6pp | 70.2%+14.2pp |
| Annual return | -4.66% | 13.51%-18.2pp | 29.29%-33.9pp | 5.13%-9.8pp |
| Employer contribution / active EE | $1,015 | $3,161-67.9% | $5,211-80.5% | $1,974-48.6% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $111 | $88+26.3% | $9,324-98.8% | $95+17.2% |