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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $225,674 |
Filed as: INVESTMENT RESEARCH & ADV GROUP Service code 51 · EIN 58-1989031 | Investment Mgmt Fees | $120,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,888 | $89,609-78.9% | $76,667-75.4% | $89,609-78.9% |
| Participation rate | 88.0% | 69.6%+18.4pp | 72.1%+15.9pp | 69.6%+18.4pp |
| Annual return | 16.84% | 33.65%-16.8pp | 1166.74%-1149.9pp | 33.65%-16.8pp |
| Employer contribution / active EE | $695 | $2,584-73.1% | $2,303-69.8% | $2,584-73.1% |
| Participant deferral / active EE | $1,613 | $4,222-61.8% | $3,336-51.7% | $4,222-61.8% |
| Admin fee / account holder | $18 | $72-74.6% | $6,423-99.7% | $72-74.6% |