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| Provider | Service type | Compensation |
|---|---|---|
SAXONY SECURITIES INC2 years Service code 49 · EIN 43-1932300 | Other Services | $11,924 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,725 |
HICKS PENSION SERVICES1 year Filed as: CENTRAL ADMINISTRATIVE SERVICES INC Service code 13 · EIN 94-2158860 | Contract Administrator | $9,174 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,719 | $55,453-68.0% | $170,435-89.6% | $62,293-71.6% |
| Participation rate | 82.8% | 66.4%+16.5pp | 83.6%-0.8pp | 69.5%+13.3pp |
| Annual return | 26.79% | 21.38%+5.4pp | 205.94%-179.2pp | 28.90%-2.1pp |
| Employer contribution / active EE | $1,393 | $2,164-35.6% | $5,432-74.4% | $2,042-31.8% |
| Participant deferral / active EE | $2,768 | $2,303+20.2% | $4,939-44.0% | $3,169-12.7% |
| Admin fee / account holder | $88 | $455-80.6% | $13,881-99.4% | $479-81.6% |