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| Provider | Service type | Compensation |
|---|---|---|
ROBER SCHERZER1 year Service code 27 · EIN 61-1758632 | Advisory (Plan) | $9,990 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,103 | $46,072+60.8% | $69,779+6.2% | $55,167+34.3% |
| Participation rate | 61.5% | 67.5%-5.9pp | 71.8%-10.3pp | 69.0%-7.5pp |
| Annual return | 6.99% | 8.68%-1.7pp | 12.99%-6.0pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,313 | $1,500-12.5% | $2,338-43.8% | $1,963-33.1% |
| Participant deferral / active EE | $3,154 | $2,344+34.6% | $2,931+7.6% | $3,054+3.3% |
| Admin fee / account holder | $114 | $428-73.3% | $4,381-97.4% | $504-77.4% |