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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION1+ years Filed as: SYM FINANCIAL GROUP Service code 26 · EIN 35-1557787 | Advisory (Participants) | $29,010 |
Service code 19 · EIN 32-0169227 | Securities Custodian | $16,887 |
NILES LANKFORD GROUP, INC.1+ years Service code 49 · EIN 35-1580587 | Other Services | $7,744 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,914 | $36,916-40.6% | $156,551-86.0% | $57,658-62.0% |
| Participation rate | 61.4% | 63.4%-2.0pp | 84.0%-22.6pp | 70.2%-8.8pp |
| Annual return | -3.21% | 12.38%-15.6pp | 32.23%-35.4pp | 5.13%-8.3pp |
| Employer contribution / active EE | $1,246 | $1,571-20.6% | $5,501-77.3% | $1,974-36.9% |
| Participant deferral / active EE | $913 | $1,926-52.6% | $4,871-81.3% | $3,061-70.2% |
| Admin fee / account holder | $196 | $82+138.2% | $13,028-98.5% | $95+107.9% |