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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,259 |
INVESTMENT ADVISORS CORP1 year Filed as: H & H INVESTMENT ADVISORS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $9,412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,185 | $72,639+33.8% | $90,766+7.1% | $66,949+45.2% |
| Participation rate | 67.8% | 73.7%-5.9pp | 75.7%-7.9pp | 69.8%-2.1pp |
| Annual return | -1.32% | -12.28%+11.0pp | -12.16%+10.8pp | 1.57%-2.9pp |
| Employer contribution / active EE | $805 | $2,369-66.0% | $2,922-72.4% | $2,545-68.4% |
| Participant deferral / active EE | $3,214 | $3,979-19.2% | $4,565-29.6% | $4,239-24.2% |
| Admin fee / account holder | $174 | $708-75.3% | $8,446-97.9% | $594-70.6% |