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| Provider | Service type | Compensation |
|---|---|---|
LUTZ & COMPANY, PC2+ years Filed as: LUTZ & COMPANY Service code 10 · EIN 47-0625816 | Accounting | $8,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,661 | $36,767+73.1% | $81,478-21.9% | $62,292+2.2% |
| Participation rate | 32.9% | 54.4%-21.6pp | 68.0%-35.1pp | 69.5%-36.6pp |
| Annual return | 12.80% | 173.80%-161.0pp | 38.78%-26.0pp | 28.90%-16.1pp |
| Employer contribution / active EE | $190 | $1,128-83.1% | $2,568-92.6% | $2,042-90.7% |
| Participant deferral / active EE | $1,138 | $2,111-46.1% | $3,537-67.8% | $3,169-64.1% |
| Admin fee / account holder | $198 | $797-75.2% | $4,561-95.7% | $479-58.7% |