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| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP2 years Service code 16 · EIN 52-1219029 | Consulting | $70,931 |
PRICEWATERHOUSECOOPERS LLP3 years Service code 10 · EIN 13-4008324 | Accounting | $46,463 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,277 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,956 | $87,173-31.2% | $59,899+0.1% | $75,289-20.4% |
| Participation rate | 88.3% | 74.5%+13.8pp | 74.7%+13.6pp | 72.4%+15.9pp |
| Annual return | -5.06% | -2.14%-2.9pp | 3.46%-8.5pp | -0.04%-5.0pp |
| Employer contribution / active EE | $2,928 | $3,473-15.7% | $2,723+7.5% | $2,405+21.7% |
| Participant deferral / active EE | $6,610 | $3,379+95.6% | $3,403+94.3% | $3,739+76.8% |
| Admin fee / account holder | $46 | $75-38.9% | $3,592-98.7% | $102-55.3% |