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| Provider | Service type | Compensation |
|---|---|---|
AJAX CAPITAL LLC1 year Service code 26 · EIN 81-4561442 | Advisory (Participants) | $46,867 |
INKWELL CAPITAL LLC1 year Service code 26 · EIN 27-3959582 | Advisory (Participants) | $8,691 |
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800 | Advisory (Participants) | $1,715 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,753 | $100,801+16.8% | $149,696-21.3% | $73,409+60.4% |
| Participation rate | 81.6% | 77.7%+3.9pp | 82.5%-0.9pp | 72.2%+9.4pp |
| Annual return | 3.43% | 265.34%-261.9pp | 276.60%-273.2pp | 59.29%-55.9pp |
| Employer contribution / active EE | $4,064 | $3,312+22.7% | $4,644-12.5% | $2,234+81.9% |
| Participant deferral / active EE | $7,371 | $6,404+15.1% | $6,842+7.7% | $3,805+93.7% |
| Admin fee / account holder | $137 | $181-24.1% | $9,309-98.5% | $158-13.1% |