Filed April 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,171 |
JONES & ROTH, PC1 year Filed as: JONES & ROTH CPAS Service code 10 · EIN 93-0819646 | Accounting | $16,475 |
Filed as: GALLAGHER FIDUCIARY ADVI Service code 27 · EIN 36-4291971 | Advisory (Plan) | $11,250 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,372 | $130,141-95.1% | $86,677-92.6% | $77,904-91.8% |
| Participation rate | 84.9% | 85.9%-1.1pp | 76.6%+8.3pp | 73.7%+11.2pp |
| Annual return | -45.92% | -12.75%-33.2pp | 35.91%-81.8pp | 12.21%-58.1pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,836-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $0 | $5,757-100.0% | $4,656-100.0% | $4,806-100.0% |
| Admin fee / account holder | $27 | $132-79.3% | $7,493-99.6% | $133-79.4% |