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| Provider | Service type | Compensation |
|---|---|---|
SES ADVISORS, INC.1 year Filed as: SES ESOP PLAN SERVICES Service code 15 · EIN 82-3719843 | Recordkeeping | $17,449 |
CAMPBELL TAYLOR & COMPANY5+ years Service code 10 · EIN 68-0251243 | Accounting | $15,912 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $1,232 |
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 | $38,631 | $51,620-25.2% | $90,324-57.2% | $65,186-40.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 15.80% | 24.94%-9.1pp | 78.15%-62.3pp | 29.39%-13.6pp |
| Employer contribution / active EE | $8,523 | $2,235+281.4% | $2,856+198.4% | $2,177+291.5% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $109 | $384-71.8% | $5,356-98.0% | $847-87.2% |