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| Provider | Service type | Compensation |
|---|---|---|
COMSTOCK ADVISORS5 years Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 | Consulting fees; Valuation (appraisal... | $0 |
ESOP FIDUCIARIES5 years Service code 31 · EIN 82-1679944 | Named fiduciary; Consulting fees | $0 |
Employer 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 | $7,862 | $95,417-91.8% | $135,974-94.2% | $74,460-89.4% |
| Participation rate | 90.2% | 78.2%+12.0pp | 81.9%+8.3pp | 70.7%+19.4pp |
| Annual return | -29.27% | 32.76%-62.0pp | 68.30%-97.6pp | 34.38%-63.7pp |
| Employer contribution / active EE | $34 | $3,878-99.1% | $4,859-99.3% | $2,638-98.7% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $155 | $266-41.9% | $10,767-98.6% | $348-55.5% |