Filed February 20, 2024
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| Provider | Service type | Compensation |
|---|---|---|
AMBROSE ESOP ADVISORS, LLC2+ years Service code 14 · EIN 75-2988337 | Plan Administrator | $13,880 |
C DART CPA2+ years Service code 10 · EIN 47-3105009 | Accounting | $10,750 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC EQUITY GROUP Service code 34 | Valuation (appraisals, etc.) | $5,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,907 | $63,314-70.1% | $91,004-79.2% | $62,293-69.6% |
| Participation rate | 89.6% | 73.3%+16.3pp | 75.6%+14.0pp | 69.5%+20.1pp |
| Annual return | -33.66% | 21.00%-54.7pp | 4.60%-38.3pp | 28.90%-62.6pp |
| Employer contribution / active EE | $77 | $1,807-95.8% | $2,456-96.9% | $2,042-96.3% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $111 | $468-76.3% | $5,417-98.0% | $479-76.8% |