Filed December 17, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
OLD PORT ADVISORS2 years Service code 16 · EIN 01-0488404 | Consulting | $25,576 |
Service code 16 · EIN 01-0211810 | Consulting | $25,576 |
FID INV INST OPS CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$132,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $138,703 | $105,581+31.4% | $70,462+96.8% | $90,274+53.6% |
| Participation rate | 39.8% | 77.5%-37.7pp | 75.1%-35.2pp | 73.4%-33.5pp |
| Annual return | 15.68% | 14.78%+0.9pp | 109.08%-93.4pp | 53.97%-38.3pp |
| Employer contribution / active EE | $4,283 | $3,304+29.6% | $2,737+56.5% | $2,523+69.7% |
| Participant deferral / active EE | $6,011 | $3,813+57.6% | $3,710+62.0% | $4,231+42.1% |
| Admin fee / account holder | $0 | $68-100.0% | $3,845-100.0% | $114-100.0% |