| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 16 · EIN 45-0250958 | Consulting | $28,223 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $26,859 |
Filed as: TOWERS WATSON INV SERVICES Service code 16 · EIN 52-1868818 | Consulting | $11,927 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,600 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,921 | $84,784+1.3% | $98,462-12.7% | $74,478+15.4% |
| Participation rate | 96.9% | 81.5%+15.4pp | 75.2%+21.7pp | 70.7%+26.1pp |
| Annual return | 10.54% | 20.59%-10.1pp | 21.20%-10.7pp | 34.37%-23.8pp |
| Employer contribution / active EE | $8,737 | $3,364+159.7% | $3,049+186.6% | $2,637+231.4% |
| Participant deferral / active EE | $6,946 | $5,218+33.1% | $4,738+46.6% | $4,530+53.3% |
| Admin fee / account holder | $126 | $204-38.1% | $8,875-98.6% | $347-63.6% |