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| Provider | Service type | Compensation |
|---|---|---|
RKL LLP1 year Service code 10 · EIN 23-2108173 | Accounting | $19,022 |
Service code 55 · EIN 38-1961943 | Other Commissions | $11,502 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,738 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,611 | $66,319-55.4% | $93,621-68.4% | $65,185-54.6% |
| Participation rate | 78.6% | 74.0%+4.6pp | 75.8%+2.7pp | 70.2%+8.4pp |
| Annual return | 20.53% | 42.59%-22.1pp | 32.76%-12.2pp | 29.38%-8.9pp |
| Employer contribution / active EE | $388 | $2,013-80.7% | $2,719-85.7% | $2,177-82.2% |
| Participant deferral / active EE | $1,969 | $3,343-41.1% | $4,070-51.6% | $3,514-44.0% |
| Admin fee / account holder | $134 | $6,900-98.1% | $7,890-98.3% | $847-84.1% |