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| Provider | Service type | Compensation |
|---|---|---|
JACOB, HAXTON & BOORD, LLC4+ years Service code 15 · EIN 20-0754801 | Recordkeeping | $7,000 |
STADION MONEY MANAGEMENT4+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $6,152 |
Filed as: GUARDIAN INSURANCE & ANNUITY CO. Service code 15 · EIN 13-2656036 | Recordkeeping | $1,590 |
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 | $6,842 | $37,196-81.6% | $154,108-95.6% | $55,725-87.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -6.13% | 1319.68%-1325.8pp | 735.21%-741.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,356 | $1,614-16.0% | $5,298-74.4% | $2,078-34.8% |
| Participant deferral / active EE | $1,097 | $2,068-47.0% | $5,081-78.4% | $3,356-67.3% |
| Admin fee / account holder | $62 | $102-38.7% | $13,411-99.5% | $115-45.9% |