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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 26-4310632 | Other Commissions | $8,793 |
MUTUAL SECURITIES INC1 year Service code 55 · EIN 95-3703162 | Other Commissions | $6,442 |
Service code 37 · EIN 04-2647786 | Loan Processing | $363 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $55,135 | $99,957-44.8% | $149,745-63.2% | $73,497-25.0% |
| Participation rate | 77.8% | 75.7%+2.1pp | 82.5%-4.7pp | 70.7%+7.1pp |
| Annual return | 16.01% | 53.87%-37.9pp | 276.72%-260.7pp | 28.51%-12.5pp |
| Employer contribution / active EE | $1,370 | $3,191-57.1% | $4,646-70.5% | $2,270-39.6% |
| Participant deferral / active EE | $6,657 | $6,073+9.6% | $6,843-2.7% | $3,740+78.0% |
| Admin fee / account holder | $3 | $551-99.5% | $9,312-100.0% | $513-99.5% |