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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $131,326 |
SIGMA FINANCIAL CORPORATION3 years Service code 53 · EIN 38-2472555 | Insurance Commissions | $23,142 |
LFA LIMITED LIABILITY CO1 year Service code 53 · EIN 35-2111013 | Insurance Commissions | $17,755 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $52 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Employer contribution per participant 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 | $47,580 | $65,118-26.9% | $76,766-38.0% | $55,725-14.6% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.0%+6.3pp | 70.9%+12.4pp |
| Annual return | -3.29% | -1.27%-2.0pp | 2.43%-5.7pp | 244.93%-248.2pp |
| Employer contribution / active EE | $524 | $1,941-73.0% | $2,485-78.9% | $2,078-74.8% |
| Participant deferral / active EE | $4,976 | $3,688+34.9% | $3,851+29.2% | $3,356+48.3% |
| Admin fee / account holder | $224 | $116+93.1% | $6,675-96.6% | $115+94.2% |