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| Provider | Service type | Compensation |
|---|---|---|
KEEL POINT CAPITAL LLC4+ years Service code 55 · EIN 42-1607342 | Other Commissions | $10,968 |
Filed as: PROVIDENCE WEALTH ADVISORS LLC Service code 27 · EIN 82-3792509 | Advisory (Plan) | $8,888 |
CRABTREE, ROWE & BERGER PC1 year Service code 10 · EIN 72-1541717 | Accounting | $8,679 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,790 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,877 | $66,302+9.9% | $110,238-33.9% | $56,287+29.5% |
| Participation rate | 94.0% | 74.9%+19.1pp | 79.8%+14.2pp | 69.9%+24.2pp |
| Annual return | -6.77% | -1.18%-5.6pp | 314.74%-321.5pp | -9.96%+3.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,811 | $3,381+12.7% | $4,672-18.4% | $3,350+13.8% |
| Admin fee / account holder | $123 | $698-82.4% | $8,547-98.6% | $521-76.4% |