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| Provider | Service type | Compensation |
|---|---|---|
COMSTOCK ADVISORS2 years Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.); Consult... | $19,006 |
ESOP FIDUCIARIES2 years Service code 31 · EIN 82-1679944 | Consulting fees; Named fiduciary | $12,000 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,148 | $100,801-90.9% | $149,745-93.9% | $73,412-87.5% |
| Participation rate | 94.5% | 77.7%+16.8pp | 82.5%+12.1pp | 72.2%+22.4pp |
| Annual return | 1.31% | 265.34%-264.0pp | 276.72%-275.4pp | 59.30%-58.0pp |
| Employer contribution / active EE | $2,238 | $3,312-32.4% | $4,646-51.8% | $2,234+0.2% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |