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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $42,143 |
COHN REZNICK LLP4+ years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $12,600 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,518 | $99,168-49.1% | $96,534-47.7% | $74,460-32.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 3.56% | 22.40%-18.8pp | 25.88%-22.3pp | 34.38%-30.8pp |
| Employer contribution / active EE | $4,427 | $2,570+72.3% | $2,965+49.3% | $2,638+67.8% |
| Participant deferral / active EE | $7,697 | $4,936+55.9% | $4,851+58.7% | $4,530+69.9% |
| Admin fee / account holder | $124 | $225-44.8% | $8,253-98.5% | $348-64.3% |