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| Provider | Service type | Compensation |
|---|---|---|
DMC INSURANCE ADMINISTRATORS2+ years Service code 13 · EIN 94-3115552 | Contract Administrator | $29,008 |
KAUFMANN & GOBLE2+ years Service code 15 · EIN 94-2614826 | Recordkeeping | $27,876 |
LINDQUIST LLP1 year Service code 10 · EIN 52-2385296 | Accounting | $19,446 |
WEINBERG, ROGER & ROSENFELD2+ years Service code 29 · EIN 94-2458080 | Legal | $12,715 |
MATRIX TRUST COMPANY2+ years Filed as: BROADRIDGE MATRIX TRUST COMPANY Service code 25 · EIN 75-3182674 | Directed Trustee | $7,112 |
UNION OFFSET, INC.2+ years Filed as: UNION OFFSET Service code 36 · EIN 94-2954408 | Direct payment from the plan; Copying... | $5,880 |
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 | $16,142 | $46,297-65.1% | $71,671-77.5% | $62,293-74.1% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 11.44% | 22.32%-10.9pp | 20.65%-9.2pp | 28.90%-17.5pp |
| Employer contribution / active EE | $2,918 | $1,412+106.7% | $2,460+18.6% | $2,042+42.9% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $300 | $461-35.0% | $5,558-94.6% | $479-37.5% |