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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $124,015 |
Filed as: SIGNATOR INVESTORS Service code 27 · EIN 04-2442399 | Advisory (Plan) | $79,906 |
BDO USA, LLP1 year Filed as: BDO Service code 16 600 NORTH PEARL · DALLAS, TX 75201 | Consulting | $30,115 |
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 | $37,241 | $25,165+48.0% | $73,550-49.4% | $77,958-52.2% |
| Participation rate | 18.5% | 36.6%-18.1pp | 54.9%-36.4pp | 71.6%-53.2pp |
| Annual return | 20.95% | 18.12%+2.8pp | -15.16%+36.1pp | 20.87%+0.1pp |
| Employer contribution / active EE | $424 | $395+7.3% | $1,219-65.2% | $2,310-81.6% |
| Participant deferral / active EE | $797 | $898-11.3% | $1,804-55.8% | $3,537-77.5% |
| Admin fee / account holder | $227 | $76+199.0% | $2,320-90.2% | $97+132.6% |