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| Provider | Service type | Compensation |
|---|---|---|
COMSTOCK ADVISORS6 years Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 | Consulting fees; Valuation (appraisal... | $0 |
ESOP FIDUCIARIES6 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 | $8,092 | $106,247-92.4% | $147,096-94.5% | $77,714-89.6% |
| Participation rate | 90.2% | 78.4%+11.8pp | 82.2%+8.0pp | 70.6%+19.6pp |
| Annual return | 4.44% | 56.87%-52.4pp | 419.75%-415.3pp | 31.26%-26.8pp |
| Employer contribution / active EE | $30 | $4,069-99.3% | $4,936-99.4% | $2,727-98.9% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $102 | $338-69.8% | $13,005-99.2% | $433-76.4% |