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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS INVEST SOLUTIONS INC Service code 27 · EIN 41-1812533 | Advisory (Plan) | $46,721 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,346 |
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 | $51,531 | $52,293-1.5% | $178,499-71.1% | $73,412-29.8% |
| Participation rate | 95.4% | 65.3%+30.1pp | 81.9%+13.5pp | 72.2%+23.2pp |
| Annual return | 16.67% | 34.75%-18.1pp | 151.10%-134.4pp | 59.30%-42.6pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,434 | $2,332+90.1% | $5,202-14.8% | $3,806+16.5% |
| Admin fee / account holder | $85 | $127-33.2% | $13,986-99.4% | $158-46.1% |