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| Provider | Service type | Compensation |
|---|---|---|
MELISSA G. CRITRCHER,CPA,PC1+ years Filed as: MELISSA G CRITCHER CPA, PC Service code 10 · EIN 27-1654932 | Accounting | $7,500 |
S B H U LIFE AGENCY INC1+ years Service code 49 · EIN 13-2896238 | Other Services | $4,727 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,469 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,074 | $56,629-1.0% | $77,999-28.1% | $55,167+1.6% |
| Participation rate | 58.1% | 73.3%-15.2pp | 75.5%-17.5pp | 69.0%-10.9pp |
| Annual return | 6.93% | 2866.98%-2860.1pp | 425.96%-419.0pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,411 | $1,723-18.1% | $2,470-42.9% | $1,963-28.1% |
| Participant deferral / active EE | $2,187 | $2,777-21.2% | $3,497-37.5% | $3,054-28.4% |
| Admin fee / account holder | $32 | $467-93.1% | $5,480-99.4% | $504-93.6% |