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| Provider | Service type | Compensation |
|---|---|---|
SAIPH CAPITAL LLC2 years Filed as: SAIPH CAPITAL, LLC Service code 99 · EIN 86-2052065 | Other Fees | $41,418 |
LOREN D. STARK COMPANY3 years Service code 49 10750 ROCKLEY RD · HOUSTON, TX 77099 | Other Services | $14,733 |
BDG-CPAS1 year Filed as: BDG CPAS Service code 99 · EIN 55-5000555 | Other Fees | $9,500 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,049 |
Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $4,049 |
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,249 | $91,439-19.9% | $135,974-46.1% | $71,511+2.4% |
| Participation rate | 93.2% | 75.7%+17.5pp | 81.9%+11.2pp | 67.9%+25.2pp |
| Annual return | 14.38% | 29.90%-15.5pp | 68.30%-53.9pp | 28.86%-14.5pp |
| Employer contribution / active EE | $6,529 | $3,705+76.2% | $4,859+34.4% | $2,589+152.2% |
| Participant deferral / active EE | $11,993 | $7,093+69.1% | $7,760+54.5% | $4,291+179.5% |
| Admin fee / account holder | $158 | $1,267-87.5% | $10,767-98.5% | $1,588-90.0% |