Filed May 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SWEENEY CONRAD, P.S.3 years Service code 10 · EIN 91-1301672 | Accounting | $38,109 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,262 |
SCS2 years Service code 27 · EIN 71-1004774 | Advisory (Plan) | $13,991 |
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 | $40,494 | $46,464-12.8% | $150,298-73.1% | $79,634-49.1% |
| Participation rate | 78.4% | 57.0%+21.4pp | 77.8%+0.6pp | 62.5%+15.9pp |
| Annual return | 7.24% | 27.89%-20.7pp | 62.79%-55.5pp | 36.46%-29.2pp |
| Employer contribution / active EE | $1,931 | $1,512+27.7% | $4,154-53.5% | $2,529-23.7% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $267 | $891-70.0% | $14,116-98.1% | $1,002-73.3% |