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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $79,454 |
FELDMAN, INGARDONA & CO.1 year Filed as: FELDMAN, INGARDONA Service code 17 · EIN 36-4137178 | Pension Consulting | $50,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $81,209 | $56,606+43.5% | $67,836+19.7% | $65,292+24.4% |
| Participation rate | 69.0% | 62.4%+6.6pp | 68.8%+0.2pp | 72.4%-3.4pp |
| Annual return | 72.02% | 16.19%+55.8pp | 138.49%-66.5pp | 11.84%+60.2pp |
| Employer contribution / active EE | $881 | $1,797-51.0% | $2,404-63.3% | $2,302-61.7% |
| Participant deferral / active EE | $3,148 | $2,804+12.3% | $3,160-0.4% | $3,579-12.0% |
| Admin fee / account holder | $23 | $57-60.0% | $4,621-99.5% | $57-60.5% |