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| Provider | Service type | Compensation |
|---|---|---|
MAGNOLIA CAPITAL ADVISORS5 years Service code 28 · EIN 83-1488684 | Investment Management | $212,792 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 13.32% | 7.65%+5.7pp | 4.95%+8.4pp | 7.65%+5.7pp |
| Employer contribution / active EE | $23,333 | $20,582+13.4% | $20,917+11.6% | $20,582+13.4% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $188-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |