Filed May 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,723 |
SWEENEY CONRAD, P.S.1 year Service code 10 · EIN 91-1301672 | Accounting | $15,000 |
SCS1 year Filed as: BENSLER LLC DBA SCS Service code 27 · EIN 71-1004774 | Advisory (Plan) | $10,665 |
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 | $34,774 | $61,338-43.3% | $149,717-76.8% | $71,495-51.4% |
| Participation rate | 90.5% | 62.5%+28.0pp | 78.8%+11.8pp | 67.9%+22.6pp |
| Annual return | 3.10% | 35.86%-32.8pp | 134.41%-131.3pp | 28.85%-25.7pp |
| Employer contribution / active EE | $2,252 | $2,381-5.4% | $4,820-53.3% | $2,589-13.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $271 | $1,263-78.5% | $13,213-97.9% | $1,588-82.9% |