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| Provider | Service type | Compensation |
|---|---|---|
VISIONPOINT ADVISORY GROUP4 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $37,014 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,878 |
EIDE BAILLY LLP5 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $17,068 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,380 | $79,209-30.1% | $102,434-45.9% | $74,459-25.6% |
| Participation rate | 93.8% | 74.8%+19.0pp | 76.5%+17.2pp | 67.2%+26.5pp |
| Annual return | 12.32% | 54.98%-42.7pp | 29.46%-17.1pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $1,843 | $2,362-22.0% | $3,023-39.0% | $2,626-29.8% |
| Participant deferral / active EE | $3,856 | $4,417-12.7% | $5,055-23.7% | $4,350-11.3% |
| Admin fee / account holder | $273 | $2,002-86.4% | $9,462-97.1% | $1,945-86.0% |