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| Provider | Service type | Compensation |
|---|---|---|
MAGNOLIA CAPITAL ADVISORS2 years Service code 28 · EIN 83-1488684 | Investment Management | $200,509 |
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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 | $82,186-100.0% | $765,066-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 3.6%-3.6pp |
| Annual return | 16.31% | 10.20%+6.1pp | 8.31%+8.0pp | 11.84%+4.5pp |
| Employer contribution / active EE | $18,246 | $17,545+4.0% | $21,002-13.1% | $17,339+5.2% |
| Participant deferral / active EE | $0 | $0 | $224-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $724-100.0% | $409-100.0% |