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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 13 · EIN 46-4091337 | Contract Administrator | $98,427 |
OBS FINANCIAL3 years Service code 27 · EIN 20-3889409 | Advisory (Plan) | $62,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,338 | $66,051-40.4% | $92,893-57.7% | $77,787-49.4% |
| Participation rate | 56.4% | 81.0%-24.6pp | 76.0%-19.6pp | 73.2%-16.8pp |
| Annual return | 23.99% | 20.69%+3.3pp | 109.41%-85.4pp | 32.57%-8.6pp |
| Employer contribution / active EE | $708 | $3,426-79.3% | $3,653-80.6% | $2,504-71.7% |
| Participant deferral / active EE | $2,470 | $3,013-18.0% | $4,236-41.7% | $3,967-37.7% |
| Admin fee / account holder | $198 | $148+33.7% | $5,794-96.6% | $100+97.5% |