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| Provider | Service type | Compensation |
|---|---|---|
ROY & ASSOCIATES1+ years Filed as: ROY & ASSOCIATES, INC. Service code 11 · EIN 46-5485762 | Actuarial | $101,382 |
US BANK1+ years Service code 19 · EIN 93-0826646 | Securities Custodian | $31,750 |
JAS, INC.1+ years Service code 14 · EIN 87-0435473 | Plan Administrator | $30,103 |
HENNINGFIELD & ASSOCIATES, INC.1+ years Service code 10 · EIN 54-2189926 | Accounting | $20,200 |
PRINCE, YEATES & GELDZAHLER1+ years Service code 29 · EIN 87-0481872 | Legal | $10,453 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | -7.33% | 5.80%-13.1pp | 4.74%-12.1pp | 11.88%-19.2pp |
| Employer contribution / active EE | $1,283 | $15,506-91.7% | $36,089-96.4% | $14,612-91.2% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |