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| Provider | Service type | Compensation |
|---|---|---|
PAYNE CAPITAL MANAGEMENT LLC10+ years Service code 27 · EIN 26-2994343 | Advisory (Plan) | $51,828 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $46,255 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,336 | $55,416-63.3% | $75,972-73.2% | $77,643-73.8% |
| Participation rate | 72.9% | 63.6%+9.4pp | 69.1%+3.9pp | 70.6%+2.4pp |
| Annual return | 14.80% | 17.07%-2.3pp | 359.55%-344.7pp | 31.24%-16.4pp |
| Employer contribution / active EE | $398 | $1,788-77.7% | $2,685-85.2% | $2,726-85.4% |
| Participant deferral / active EE | $1,612 | $3,447-53.2% | $4,255-62.1% | $4,647-65.3% |
| Admin fee / account holder | $159 | $414-61.6% | $6,467-97.5% | $430-63.1% |