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| Provider | Service type | Compensation |
|---|---|---|
MAGNOLIA CAPITAL ADVISORS6 years Service code 28 · EIN 83-1488684 | Investment Management | $239,453 |
Service code 21 · EIN 06-6033492 | Bank Trustee | $8,971 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 0.0%0pp | 2.5%-2.5pp |
| Annual return | 3.85% | 8.25%-4.4pp | -1.52%+5.4pp | 8.25%-4.4pp |
| Employer contribution / active EE | $20,339 | $18,668+8.9% | $42,251-51.9% | $18,668+8.9% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $87-100.0% | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |