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| Provider | Service type | Compensation |
|---|---|---|
COMSTOCK ADVISORS4 years Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.); Consult... | $0 |
ESOP FIDUCIARIES4 years Service code 31 · EIN 82-1679944 | Consulting fees; Named fiduciary | $0 |
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 | $12,123 | $82,188-85.3% | $125,391-90.3% | $64,824-81.3% |
| Participation rate | 96.0% | 77.9%+18.1pp | 82.4%+13.6pp | 71.5%+24.6pp |
| Annual return | 19.99% | 3.50%+16.5pp | 572.41%-552.4pp | 32.84%-12.8pp |
| Employer contribution / active EE | $3,538 | $3,617-2.2% | $4,816-26.5% | $2,507+41.1% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $201 | $163+22.9% | $10,009-98.0% | $188+6.8% |