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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE1+ years Filed as: KAUFMANN AND GOBLE ASSOCIATES, INC. Service code 15 · EIN 94-2614826 | Recordkeeping | $22,183 |
DMC INSURANCE ADMINISTRATORS1+ years Filed as: DMC INSURANCE ADMINISTRATORS, INC. Service code 13 · EIN 94-3115552 | Contract Administrator | $20,807 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $19,728 |
WEINBERG, ROGER & ROSENFELD1+ years Service code 29 · EIN 94-2458080 | Legal | $18,036 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,162 | $46,745-74.0% | $60,547-79.9% | $52,331-76.8% |
| Participation rate | 100.0% | 58.6%+41.4pp | 68.0%+32.0pp | 68.1%+31.9pp |
| Annual return | -3.66% | 0.61%-4.3pp | 335.64%-339.3pp | 4.54%-8.2pp |
| Employer contribution / active EE | $3,983 | $1,259+216.4% | $2,419+64.6% | $1,882+111.7% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $3,328-100.0% | $3,022-100.0% |
| Admin fee / account holder | $268 | $537-50.1% | $4,536-94.1% | $592-54.7% |