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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $78,363 |
FRAZIER & DEETER, LLC2+ years Service code 10 · EIN 58-1433845 | Accounting | $21,200 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,650 |
OGLETREE DEAKINS1 year Filed as: OGLETREE, DEAKINS, NASH,SMOAK & STE Service code 29 · EIN 57-1044820 | Legal | $5,295 |
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 | $25,788 | $168,231-84.7% | $67,836-62.0% | $63,975-59.7% |
| Participation rate | 89.6% | 66.8%+22.7pp | 68.8%+20.8pp | 71.1%+18.4pp |
| Annual return | 7.20% | 11.76%-4.6pp | 138.49%-131.3pp | 48.65%-41.4pp |
| Employer contribution / active EE | $760 | $1,907-60.2% | $2,404-68.4% | $2,182-65.2% |
| Participant deferral / active EE | $2,020 | $2,827-28.5% | $3,160-36.1% | $3,356-39.8% |
| Admin fee / account holder | $45 | $81-44.7% | $4,621-99.0% | $70-36.8% |