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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE2+ years Filed as: KAUFMANN AND GOBLE ASSOCIATES, INC. Service code 15 · EIN 94-2614826 | Recordkeeping | $26,064 |
DMC INSURANCE ADMINISTRATORS2+ years Filed as: DMC INSURANCE ADMINISTRATORS, INC. Service code 13 · EIN 94-3115552 | Contract Administrator | $25,723 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $22,377 |
WEINBERG, ROGER & ROSENFELD2+ years Service code 29 · EIN 94-2458080 | Legal | $12,655 |
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 | $12,574 | $44,425-71.7% | $67,834-81.5% | $55,167-77.2% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.8%+31.2pp | 69.0%+31.0pp |
| Annual return | 0.31% | 17.80%-17.5pp | 138.47%-138.2pp | 169.23%-168.9pp |
| Employer contribution / active EE | $4,206 | $1,351+211.2% | $2,403+75.0% | $1,963+114.3% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,160-100.0% | $3,054-100.0% |
| Admin fee / account holder | $266 | $530-49.9% | $4,622-94.2% | $504-47.3% |