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| Provider | Service type | Compensation |
|---|---|---|
SOUND FINANCIAL, INC.1+ years Filed as: SOUND FINANCIAL Service code 26 320 JAMES E. BOHANAN DRIVE · VANDALIA, OH 45377 | Advisory (Participants) | $30,151 |
FUDICIARY CONSULTING GROUP1+ years Service code 17 4340 REDWOOD HWY SUITE A-23 · SAN RAFEL, CA 94903 | Pension Consulting | $10,000 |
IPS RIA, LLC1+ years Filed as: IPS Service code 13 · EIN 72-1396518 4800 I-55 NORTH · JACKSON, MS 39211 | Contract Administrator | $9,620 |
DYNAMIC PENSION SERVICES, INC.1+ years Filed as: DYNAMIC PENSION SERVICES, INC Service code 15 · EIN 31-1588572 2176 HEWITT AVENUE · KETTERING, OH 45440 | Recordkeeping | $5,572 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,864 | $63,905-40.8% | $74,183-49.0% | $57,658-34.3% |
| Participation rate | 93.9% | 79.8%+14.2pp | 76.6%+17.3pp | 70.2%+23.7pp |
| Annual return | 3.54% | 60.60%-57.1pp | 17.74%-14.2pp | 5.13%-1.6pp |
| Employer contribution / active EE | $494 | $1,840-73.2% | $2,370-79.2% | $1,974-75.0% |
| Participant deferral / active EE | $2,509 | $3,448-27.2% | $3,550-29.3% | $3,061-18.0% |
| Admin fee / account holder | $254 | $91+178.5% | $5,586-95.5% | $95+168.3% |