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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE3+ years Service code 15 · EIN 94-2614826 | Recordkeeping | $30,288 |
DMC INSURANCE ADMINISTRATORS3+ years Service code 13 · EIN 94-3115552 | Contract Administrator | $29,905 |
LINDQUIST LLP2 years Service code 10 · EIN 52-2385296 | Accounting | $15,964 |
WEINBERG, ROGER & ROSENFELD3+ years Service code 29 · EIN 94-2458080 | Legal | $13,323 |
MATRIX TRUST COMPANY1 year Service code 25 · EIN 75-3182674 | Directed Trustee | $5,885 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,171 | $42,396-57.1% | $67,313-73.0% | $56,287-67.7% |
| Participation rate | 100.0% | 61.0%+39.0pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | 10.21% | -36.63%+46.8pp | -4.08%+14.3pp | -9.96%+20.2pp |
| Employer contribution / active EE | $3,790 | $1,414+168.1% | $2,566+47.7% | $2,111+79.5% |
| Participant deferral / active EE | $0 | $2,360-100.0% | $3,568-100.0% | $3,350-100.0% |
| Admin fee / account holder | $270 | $510-47.0% | $4,507-94.0% | $521-48.1% |