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| Provider | Service type | Compensation |
|---|---|---|
RONALD BLUE & COMPANY1 year Filed as: RONALD SOKOLOWSKI Service code 30 · EIN 13-3234213 | Employee (plan) | $44,400 |
USI CONSULTING GROUP3 years Service code 11 · EIN 06-1053228 | Actuarial | $24,615 |
Filed as: ARCARA LENDA EUSANIO & STACEY Service code 10 · EIN 47-1793720 | Accounting | $21,569 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL, LLC Service code 17 · EIN 59-3676225 | Pension Consulting | $14,250 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $10,633 |
Filed as: LIPSITZ GREEN SCIME CAMBRIA Service code 29 · EIN 16-0905097 | Legal | $5,550 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $160,039-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 2.4%-2.4pp |
| Annual return | 4.78% | 8.86%-4.1pp | 9.15%-4.4pp | 7.94%-3.2pp |
| Employer contribution / active EE | $12,497 | $14,047-11.0% | $26,409-52.7% | $18,544-32.6% |
| Participant deferral / active EE | $0 | $0 | $266-100.0% | $1,093-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,701-100.0% | $200-100.0% |