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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.2+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $40,734 |
TRUTINA FINANCIAL2+ years Service code 27 · EIN 20-2951773 | Advisory (Plan) | $38,505 |
SWEENEY CONRAD, P.S.1 year Service code 10 · EIN 91-1301672 | Accounting | $6,250 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $5,025 |
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 | $45,970 | $37,044+24.1% | $71,796-36.0% | $57,658-20.3% |
| Participation rate | 86.5% | 61.1%+25.4pp | 69.1%+17.4pp | 70.2%+16.3pp |
| Annual return | 8.80% | 12.64%-3.8pp | 78.04%-69.2pp | 5.13%+3.7pp |
| Employer contribution / active EE | $433 | $720-39.9% | $1,924-77.5% | $1,974-78.1% |
| Participant deferral / active EE | $2,597 | $1,974+31.6% | $2,794-7.1% | $3,061-15.1% |
| Admin fee / account holder | $265 | $101+162.2% | $4,815-94.5% | $95+180.0% |