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| Provider | Service type | Compensation |
|---|---|---|
COMSTOCK ADVISORS1 year Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 | Consulting fees; Valuation (appraisal... | $19,006 |
ESOP FIDUCIARIES1 year Service code 31 · EIN 82-1679944 | Consulting fees; Named fiduciary | $12,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,417 | $88,122-85.9% | $141,197-91.2% | $67,582-81.6% |
| Participation rate | 73.0% | 76.5%-3.4pp | 82.5%-9.4pp | 71.3%+1.8pp |
| Annual return | -29.33% | 75.40%-104.7pp | 71.41%-100.7pp | 378.57%-407.9pp |
| Employer contribution / active EE | $2,344 | $3,224-27.3% | $4,736-50.5% | $2,148+9.2% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $167 | $131+27.8% | $10,265-98.4% | $142+17.5% |