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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $14,425 |
SFI ADVISORS, LLC1 year Service code 27 · EIN 26-4775152 | Advisory (Plan) | $11,089 |
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 | $28,429 | $52,961-46.3% | $172,752-83.5% | $65,185-56.4% |
| Participation rate | 79.6% | 66.2%+13.4pp | 82.6%-3.0pp | 70.2%+9.4pp |
| Annual return | 0.34% | 30.12%-29.8pp | 802.97%-802.6pp | 29.38%-29.0pp |
| Employer contribution / active EE | $1,484 | $2,190-32.2% | $5,144-71.2% | $2,177-31.8% |
| Participant deferral / active EE | $2,534 | $2,471+2.5% | $5,198-51.3% | $3,514-27.9% |
| Admin fee / account holder | $243 | $472-48.5% | $13,955-98.3% | $847-71.3% |