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| Provider | Service type | Compensation |
|---|---|---|
STATE BANK4+ years Service code 21 · EIN 34-6831594 | Bank Trustee | $36,247 |
JACOB, HAXTON & BOORD, LLC4+ years Filed as: JACOB, HAXTON & BOORD LLC Service code 14 · EIN 20-0754801 | Plan Administrator | $0 |
MCCRATE, DELAET & CO.4+ years Service code 10 · EIN 34-1205613 | Accounting | $0 |
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 | $15,794 | $66,302-76.2% | $110,241-85.7% | $56,287-71.9% |
| Participation rate | 90.0% | 74.9%+15.1pp | 79.8%+10.2pp | 69.9%+20.1pp |
| Annual return | -1.69% | -1.18%-0.5pp | 314.75%-316.4pp | -9.96%+8.3pp |
| Employer contribution / active EE | $1,919 | $2,047-6.3% | $3,827-49.9% | $2,111-9.1% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $123 | $698-82.4% | $8,548-98.6% | $521-76.4% |