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| Provider | Service type | Compensation |
|---|---|---|
COHN REZNICK LLP9 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $14,700 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,760 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$111,579 |
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 | $534,446 | $122,042+337.9% | $184,243+190.1% | $74,429+618.1% |
| Participation rate | 94.7% | 85.5%+9.2pp | 86.8%+7.8pp | 67.2%+27.4pp |
| Annual return | 15.93% | 19.91%-4.0pp | 28.82%-12.9pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $10,164 | $4,538+124.0% | $6,427+58.2% | $2,625+287.2% |
| Participant deferral / active EE | $19,472 | $7,143+172.6% | $9,132+113.2% | $4,348+347.8% |
| Admin fee / account holder | $228 | $1,252-81.8% | $13,914-98.4% | $1,944-88.3% |