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| Provider | Service type | Compensation |
|---|---|---|
CHERRY BEKAERT LLP1+ years Service code 16 · EIN 56-0574444 | Consulting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,325 |
FIRST CLEARING LLC1+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
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 | $47,442 | $57,096-16.9% | $94,229-49.7% | $55,191-14.0% |
| Participation rate | 94.0% | 75.7%+18.4pp | 78.8%+15.3pp | 69.2%+24.9pp |
| Annual return | 0.16% | 159.65%-159.5pp | 10.68%-10.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,079 | $1,708-36.8% | $3,587-69.9% | $1,899-43.2% |
| Participant deferral / active EE | $2,880 | $3,165-9.0% | $4,320-33.3% | $3,046-5.5% |
| Admin fee / account holder | $36 | $89-59.6% | $6,269-99.4% | $91-60.3% |