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| Provider | Service type | Compensation |
|---|---|---|
SHEPPARD MULLIN1 year Service code 29 · EIN 95-1463164 | Legal | $119,019 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 13 · EIN 71-0294708 | Contract Administrator | $76,031 |
Filed as: PENSIONMARK Service code 27 · EIN 61-1758632 | Advisory (Plan) | $53,013 |
Service code 14 · EIN 95-3946289 | Plan Administrator | $30,743 |
DARIN WHITE3 years Service code 15 · EIN 95-3946289 | Recordkeeping | $27,776 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $18,900 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $8,957 |
SOCAL MAILING SERVICES1 year Service code 49 · EIN 95-3946289 | Other Services | $8,548 |
MMA SECURITIES LLC3 years Filed as: MARSH RISK & INSURANCE SERVICES Service code 53 · EIN 36-1436000 | Insurance Commissions | $6,855 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $12,234 | $52,626-76.8% | $98,483-87.6% | $93,010-86.8% |
| Participation rate | 95.8% | 65.3%+30.4pp | 73.3%+22.4pp | 73.9%+21.9pp |
| Annual return | 5.71% | 16.95%-11.2pp | 1494.38%-1488.7pp | 158.70%-153.0pp |
| Employer contribution / active EE | $2,112 | $1,894+11.5% | $2,961-28.7% | $2,705-21.9% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $4,276-100.0% | $4,561-100.0% |
| Admin fee / account holder | $255 | $102+149.9% | $5,953-95.7% | $152+68.4% |