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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $342,704 |
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 | $16,476 | $106,273-84.5% | $81,726-79.8% | $106,273-84.5% |
| Participation rate | 85.9% | 70.8%+15.1pp | 72.0%+13.9pp | 70.8%+15.1pp |
| Annual return | 7.42% | 21.70%-14.3pp | 29.49%-22.1pp | 21.70%-14.3pp |
| Employer contribution / active EE | $398 | $2,722-85.4% | $4,311-90.8% | $2,722-85.4% |
| Participant deferral / active EE | $1,587 | $4,601-65.5% | $7,108-77.7% | $4,601-65.5% |
| Admin fee / account holder | $37 | $78-52.3% | $5,160-99.3% | $78-52.3% |