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| Provider | Service type | Compensation |
|---|---|---|
LUTZ & COMPANY, PC1 year Filed as: LUTZ AND CO Service code 10 · EIN 47-0625816 | Accounting | $21,750 |
Filed as: PRINCIPAL FINANCIAL Service code 14 · EIN 42-0127290 | Plan Administrator | $13,308 |
GREATBANC TRUST COMPANY3 years Filed as: GREATBANC Service code 24 · EIN 75-6769709 | Discretionary Trustee | $13,125 |
INSPRO1 year Service code 30 · EIN 45-6789555 | Employee (plan); Other fees | $6,750 |
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $201,272-100.0% | $184,203-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 3.31% | 29.00%-25.7pp | 28.81%-25.5pp | 561.29%-558.0pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,131-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |