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| Provider | Service type | Compensation |
|---|---|---|
THE STANDARD8+ years Service code 15 · EIN 93-1070838 | Recordkeeping | $437,822 |
BENESYS, INC.8+ years Service code 13 · EIN 93-0446761 | Contract Administrator | $116,632 |
RELIANT CONSULTING & RESEARCH8+ years Service code 27 · EIN 75-2971473 | Advisory (Plan) | $37,712 |
Filed as: BARLOW COUGHRAN MORALES JOSEPHSON Service code 29 · EIN 91-0889948 | Legal | $28,665 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 | Accounting | $28,100 |
Filed as: ANATASI MOORE & MARTIN PLLC Service code 10 · EIN 20-8149084 | Accounting | $17,146 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,281 | $70,048-56.8% | $112,270-73.0% | $78,104-61.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 75.1%+24.9pp | 74.5%+25.5pp |
| Annual return | -14.63% | -10.85%-3.8pp | 27.49%-42.1pp | 10.90%-25.5pp |
| Employer contribution / active EE | $648 | $4,000-83.8% | $3,635-82.2% | $3,128-79.3% |
| Participant deferral / active EE | $1,664 | $3,679-54.8% | $4,729-64.8% | $5,089-67.3% |
| Admin fee / account holder | $84 | $127-33.7% | $6,411-98.7% | $79+6.5% |