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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 31-1360674 | Recordkeeping | $9,619 |
OJM GROUP, LLC2 years Service code 26 · EIN 26-1258028 | Advisory (Participants) | $9,022 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,992 | $44,873-62.1% | $79,476-78.6% | $56,287-69.8% |
| Participation rate | 70.4% | 68.7%+1.7pp | 73.3%-2.9pp | 69.9%+0.6pp |
| Annual return | -8.07% | 0.81%-8.9pp | 718.21%-726.3pp | -9.96%+1.9pp |
| Employer contribution / active EE | $849 | $2,140-60.3% | $2,800-69.7% | $2,111-59.8% |
| Participant deferral / active EE | $1,576 | $2,746-42.6% | $3,704-57.4% | $3,350-53.0% |
| Admin fee / account holder | $194 | $418-53.6% | $5,113-96.2% | $521-62.7% |