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| Provider | Service type | Compensation |
|---|---|---|
CENTRAL TRUST COMPANY2 years Service code 27 · EIN 43-0632950 | Advisory (Plan) | $13,464 |
WADE STABLES P.C.1 year Service code 10 · EIN 43-1498457 | Accounting | $9,265 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,970 |
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 | $32,981 | $99,957-67.0% | $149,745-78.0% | $73,497-55.1% |
| Participation rate | 98.3% | 75.7%+22.6pp | 82.5%+15.9pp | 70.7%+27.7pp |
| Annual return | 21.93% | 53.87%-31.9pp | 276.72%-254.8pp | 28.51%-6.6pp |
| Employer contribution / active EE | $1,317 | $3,191-58.7% | $4,646-71.7% | $2,270-42.0% |
| Participant deferral / active EE | $4,206 | $6,073-30.7% | $6,843-38.5% | $3,740+12.5% |
| Admin fee / account holder | $209 | $551-62.0% | $9,312-97.8% | $513-59.2% |