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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,188 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $21,525 |
OAKSTREET WEALTH MANAGEMENT6 years Service code 27 · EIN 82-1589061 | Advisory (Plan) | $8,233 |
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $407,956-100.0% | $299,830-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 83.3%-83.3pp | 78.5%-78.5pp | 82.4%-82.4pp |
| Annual return | -90.07% | 6.66%-96.7pp | 10.58%-100.7pp | 202.70%-292.8pp |
| Employer contribution / active EE | $0 | $7,661-100.0% | $5,842-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $8,628-100.0% | $7,038-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $73,031-100.0% | $50,982-100.0% | $19,030-100.0% |