Filed February 10, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,576 |
WESTMINSTER CONSULTING, LLC3 years Filed as: WESTMINSTER CONSULTING Service code 17 · EIN 45-3679779 | Pension Consulting | $23,483 |
RAICH ENDE MALTER & CO. LLP4 years Service code 10 · EIN 11-2336434 | Accounting | $13,063 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,051 |
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 | $85,069 | $88,122-3.5% | $141,162-39.7% | $67,579+25.9% |
| Participation rate | 96.6% | 76.5%+20.2pp | 82.5%+14.2pp | 71.3%+25.4pp |
| Annual return | 41.51% | 75.40%-33.9pp | 71.39%-29.9pp | 378.56%-337.1pp |
| Employer contribution / active EE | $571 | $3,224-82.3% | $4,735-87.9% | $2,148-73.4% |
| Participant deferral / active EE | $7,652 | $5,958+28.4% | $6,709+14.1% | $3,539+116.2% |
| Admin fee / account holder | $139 | $131+5.8% | $10,261-98.6% | $142-2.6% |