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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $39,314 |
Filed as: TITLEIST ASSET MANAGEMENT LLC Service code 27 · EIN 92-0660938 | Advisory (Plan) | $38,394 |
Filed as: PRICE KUBECKA Service code 10 · EIN 75-2783674 | Accounting | $13,250 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,421 | $83,023-85.0% | $102,437-87.9% | $77,762-84.0% |
| Participation rate | 86.6% | 71.5%+15.0pp | 74.5%+12.0pp | 70.6%+16.0pp |
| Annual return | 9.75% | 19.12%-9.4pp | 24.95%-15.2pp | 31.27%-21.5pp |
| Employer contribution / active EE | $1,416 | $3,552-60.2% | $3,871-63.4% | $2,728-48.1% |
| Participant deferral / active EE | $5,405 | $4,110+31.5% | $5,060+6.8% | $4,651+16.2% |
| Admin fee / account holder | $120 | $639-81.3% | $8,388-98.6% | $433-72.4% |