Filed April 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,051 |
JONES & ROTH, PC1 year Filed as: JONES & ROTH CPAS Service code 10 · EIN 93-0819646 | Accounting | $13,628 |
Filed as: GALLAGHER FIDUCIARY ADVI Service code 27 · EIN 36-4291971 | Advisory (Plan) | $10,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,292 | $130,052-96.7% | $86,717-95.1% | $77,906-94.5% |
| Participation rate | 94.5% | 85.9%+8.6pp | 76.6%+17.9pp | 73.7%+20.8pp |
| Annual return | -48.65% | -12.73%-35.9pp | 35.97%-84.6pp | 12.16%-60.8pp |
| Employer contribution / active EE | $0 | $3,214-100.0% | $2,837-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $0 | $5,741-100.0% | $4,657-100.0% | $4,805-100.0% |
| Admin fee / account holder | $27 | $132-79.8% | $7,494-99.6% | $133-80.0% |