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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $147,154 |
EVART, YOUNG & HOBBS INV. MGMT2+ years Service code 28 · EIN 94-2683346 | Investment Management | $37,272 |
ALAN BILLER & ASSOCIATES2+ years Filed as: ALAN BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $22,500 |
LINDQUIST LLP1 year Service code 10 · EIN 52-2385296 | Accounting | $12,069 |
Service code 29 · EIN 94-2576729 | Legal | $10,278 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $10,272 |
COMPLIANCE AUDIT SERVICES2+ years Service code 10 · EIN 94-3134229 | Accounting | $8,892 |
Employer contribution per participant 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 | $10,078 | $144,604-93.0% | $88,497-88.6% | $63,975-84.2% |
| Participation rate | 100.0% | 91.8%+8.2pp | 82.4%+17.6pp | 71.1%+28.9pp |
| Annual return | 7.41% | 9.63%-2.2pp | 7.63%-0.2pp | 48.65%-41.2pp |
| Employer contribution / active EE | $835 | $4,008-79.2% | $4,036-79.3% | $2,182-61.7% |
| Participant deferral / active EE | $0 | $7,027-100.0% | $4,899-100.0% | $3,356-100.0% |
| Admin fee / account holder | $105 | $78+34.3% | $6,220-98.3% | $70+49.5% |