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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES2 years Service code 28 · EIN 84-3937993 | Investment Management | $532,129 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $20,000 |
PACIFIC SOUTHWEST ADMINISTRATORS7+ years Service code 12 · EIN 46-4942970 | Recordkeeping and information managem... | $13,200 |
REICH, ADELL & CVITAN2 years Filed as: REICH, ADELL, & CVITAN Service code 29 · EIN 95-3082677 | Legal | $5,078 |
NEPC, LLC1 year Service code 28 · EIN 26-1429809 | Investment Management | $5,000 |
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 | $5,263 | $63,356-91.7% | $102,437-94.9% | $106,553-95.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 74.5%+25.5pp | 69.8%+30.2pp |
| Annual return | 5.94% | 14.77%-8.8pp | 24.95%-19.0pp | 17.37%-11.4pp |
| Employer contribution / active EE | $1,711 | $4,310-60.3% | $3,871-55.8% | $3,359-49.0% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,060-100.0% | $5,562-100.0% |
| Admin fee / account holder | $12 | $110-88.8% | $8,388-99.9% | $80-84.5% |