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| Provider | Service type | Compensation |
|---|---|---|
STATE BANK1+ years Service code 21 · EIN 34-6831594 | Bank Trustee | $34,536 |
MCCRATE, DELAET & CO.1+ years Service code 10 · EIN 34-1205613 | Accounting | $23,445 |
JACOB, HAXTON & BOORD, LLC1+ years Filed as: JACOB, HAXTON & BOORD LLC Service code 14 · EIN 20-0754801 | Plan Administrator | $3,650 |
Annual investment return 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 | $17,457 | $57,096-69.4% | $94,228-81.5% | $55,191-68.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 78.8%+21.2pp | 69.2%+30.8pp |
| Annual return | -1.56% | 159.65%-161.2pp | 10.68%-12.2pp | 10.78%-12.3pp |
| Employer contribution / active EE | $1,411 | $1,708-17.4% | $3,587-60.7% | $1,899-25.7% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $231 | $89+158.7% | $6,269-96.3% | $91+154.3% |