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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $95,723 |
Filed as: GREGORY J SCHWARTZ & CO INC Service code 27 · EIN 38-2117812 | Advisory (Plan) | $61,389 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $29,454 | $176,471-83.3% | $95,956-69.3% | $90,274-67.4% |
| Participation rate | 65.1% | 86.6%-21.5pp | 77.1%-12.0pp | 73.4%-8.3pp |
| Annual return | 15.36% | 20.15%-4.8pp | 91.63%-76.3pp | 53.97%-38.6pp |
| Employer contribution / active EE | $1,159 | $2,783-58.4% | $2,541-54.4% | $2,523-54.1% |
| Participant deferral / active EE | $2,184 | $5,325-59.0% | $4,167-47.6% | $4,231-48.4% |
| Admin fee / account holder | $73 | $154-52.9% | $6,797-98.9% | $114-36.3% |