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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PROGRAM ADMINISTRATION Service code 14 · EIN 13-2501278 | Plan Administrator | $44,110 |
Filed as: WOHLNER KAPLON CUTLER HALFORD Service code 29 · EIN 83-2856417 | Legal | $17,820 |
Service code 27 · EIN 95-6055492 | Advisory (Plan) | $10,382 |
Filed as: HENNINGFIELD & ASSOCIATES, INC Service code 10 · EIN 54-2189926 | Accounting | $9,150 |
RAEL & LETSON9+ years Service code 16 · EIN 94-1701048 | Consulting | $6,500 |
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.
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 | $567 | $81,301-99.3% | $76,089-99.3% | $199,921-99.7% |
| Participation rate | 95.8% | 70.1%+25.8pp | 69.1%+26.8pp | 72.0%+23.8pp |
| Annual return | 4.65% | 16.31%-11.7pp | 360.94%-356.3pp | 34.28%-29.6pp |
| Employer contribution / active EE | $181 | $3,352-94.6% | $2,690-93.3% | $3,035-94.0% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $4,259-100.0% | $5,089-100.0% |
| Admin fee / account holder | $13 | $145-91.1% | $6,418-99.8% | $269-95.2% |