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| Provider | Service type | Compensation |
|---|---|---|
FISHER & PHILLIPS1+ years Filed as: FISHER & PHILLIPS, LLP Service code 29 · EIN 58-0619559 | Legal | $7,897 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,967 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,824 | $65,704+90.0% | $94,229+32.5% | $59,633+109.3% |
| Participation rate | 74.2% | 72.1%+2.0pp | 78.8%-4.6pp | 68.7%+5.5pp |
| Annual return | -0.46% | 5.22%-5.7pp | 10.68%-11.1pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $2,098 | $2,021+3.8% | $3,587-41.5% | $2,203-4.8% |
| Participant deferral / active EE | $4,246 | $3,143+35.1% | $4,320-1.7% | $3,192+33.0% |
| Admin fee / account holder | $147 | $4,265-96.5% | $6,269-97.7% | $4,297-96.6% |