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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | $60,348 |
ELLWOOD ASSOCIATES1 year Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 10 · EIN 36-3121777 | Accounting | $27,131 |
GRANT THORNTON LLP1 year Filed as: GRANTTHORNTON LLP Service code 27 · EIN 36-6055558 | Advisory (Plan) | $10,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $142,777 | $56,540+152.5% | $185,849-23.2% | $86,821+64.4% |
| Participation rate | 91.4% | 65.5%+25.8pp | 81.7%+9.6pp | 72.3%+19.1pp |
| Annual return | 11.77% | 118.20%-106.4pp | 122.10%-110.3pp | 97.94%-86.2pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $143 | $150-4.7% | $16,244-99.1% | $170-15.9% |