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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE3+ years Filed as: KAUFMANN AND GOBLE ASSOCIATES, INC. Service code 15 · EIN 94-2614826 | Recordkeeping | $28,629 |
DMC INSURANCE ADMINISTRATORS3+ years Filed as: DMC INSURANCE ADMINISTRATORS, INC. Service code 13 · EIN 94-3115552 | Contract Administrator | $27,149 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $25,259 |
WEINBERG, ROGER & ROSENFELD3+ years Service code 29 · EIN 94-2458080 | Legal | $12,674 |
MATRIX TRUST COMPANY1 year Filed as: BROADRIDGE MATRIX TRUST COMPANY Service code 25 · EIN 75-3182674 | Directed Trustee | $5,163 |
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 | $13,081 | $46,297-71.7% | $71,671-81.7% | $62,293-79.0% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | -0.01% | 22.32%-22.3pp | 20.65%-20.7pp | 28.90%-28.9pp |
| Employer contribution / active EE | $4,375 | $1,412+209.9% | $2,460+77.9% | $2,042+114.2% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $280 | $461-39.2% | $5,558-95.0% | $479-41.5% |