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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $67,851 |
SB & COMPANY, LLC2 years Service code 10 · EIN 20-2153727 | Accounting | $8,955 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $3,917 | $45,382-91.4% | $154,108-97.5% | $75,289-94.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -4.42% | -0.47%-4.0pp | 735.21%-739.6pp | -0.04%-4.4pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,111 | $2,384-53.4% | $5,081-78.1% | $3,739-70.3% |
| Admin fee / account holder | $27 | $89-69.9% | $13,411-99.8% | $102-73.7% |