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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,254 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,876 |
BAKER TILLY US, LLP2+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $15,828 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $84,823 | $70,106+21.0% | $80,977+4.7% | $63,975+32.6% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 71.1%+19.8pp |
| Annual return | 6.43% | 13.93%-7.5pp | 17.11%-10.7pp | 48.65%-42.2pp |
| Employer contribution / active EE | $781 | $2,042-61.8% | $3,715-79.0% | $2,182-64.2% |
| Participant deferral / active EE | $4,110 | $5,245-21.6% | $5,696-27.8% | $3,356+22.4% |
| Admin fee / account holder | $21 | $57-63.0% | $5,517-99.6% | $70-70.0% |