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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $396,947 |
FELDMAN, INGARDONA & CO.8+ years Service code 27 · EIN 36-4137178 | Advisory (Plan) | $54,500 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,376 | $84,572+11.6% | $68,815+37.1% | $78,104+20.8% |
| Participation rate | 78.1% | 73.3%+4.8pp | 69.0%+9.1pp | 74.5%+3.6pp |
| Annual return | -15.13% | -13.88%-1.3pp | -6.37%-8.8pp | 10.90%-26.0pp |
| Employer contribution / active EE | $1,329 | $3,358-60.4% | $2,656-50.0% | $3,128-57.5% |
| Participant deferral / active EE | $4,819 | $4,666+3.3% | $3,943+22.2% | $5,089-5.3% |
| Admin fee / account holder | $80 | $90-11.0% | $4,936-98.4% | $79+1.1% |