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| Provider | Service type | Compensation |
|---|---|---|
COHN REZNICK LLP7 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $27,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,515 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $424,279 | $102,661+313.3% | $151,645+179.8% | $66,949+533.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -9.83% | -10.81%+1.0pp | 3.34%-13.2pp | 1.57%-11.4pp |
| Employer contribution / active EE | $8,032 | $4,184+92.0% | $6,165+30.3% | $2,545+215.6% |
| Participant deferral / active EE | $20,235 | $6,645+204.5% | $8,363+142.0% | $4,239+377.3% |
| Admin fee / account holder | $162 | $630-74.3% | $11,614-98.6% | $594-72.7% |