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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $19,982 |
Filed as: SMITH, SCHAFER AND ASSOCIATES, LTD Service code 10 7500 HIGHWAY 55 · MINNEAPOLIS, MN 55427 | Accounting | $13,908 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $14,771 | $70,115-78.9% | $70,548-79.1% | $80,149-81.6% |
| Participation rate | 87.1% | 71.7%+15.4pp | 68.3%+18.7pp | 72.9%+14.2pp |
| Annual return | 1175.17% | 134.51%+1040.7pp | 32.78%+1142.4pp | 40.39%+1134.8pp |
| Employer contribution / active EE | -$18 | $3,021-100.6% | $2,975-100.6% | $2,977-100.6% |
| Participant deferral / active EE | $269 | $4,495-94.0% | $4,567-94.1% | $5,015-94.6% |
| Admin fee / account holder | $19 | $112-83.0% | $6,424-99.7% | $145-86.9% |