Filed December 17, 2021 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
OLD PORT ADVISORS1 year Service code 16 · EIN 01-0488404 | Consulting | $34,424 |
FID INV INST OPS CO5+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$94,128 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,154 | $204,517-54.0% | $69,480+35.5% | $77,775+21.1% |
| Participation rate | 81.8% | 74.6%+7.1pp | 74.6%+7.2pp | 73.2%+8.6pp |
| Annual return | 20.17% | 22.10%-1.9pp | 28.99%-8.8pp | 32.58%-12.4pp |
| Employer contribution / active EE | $4,248 | $3,548+19.8% | $2,780+52.8% | $2,504+69.7% |
| Participant deferral / active EE | $5,945 | $3,478+70.9% | $3,537+68.1% | $3,966+49.9% |
| Admin fee / account holder | $0 | $101-100.0% | $3,840-100.0% | $100-100.0% |