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| Provider | Service type | Compensation |
|---|---|---|
BONG HILLBERG LEWIS FISCHESSER2+ years Filed as: BONG HILLBERG LEWIS FISCHESSER LLP Service code 10 · EIN 45-4806575 | Accounting | $9,000 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $8,605 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,106 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,895 | $76,551+78.8% | $123,894+10.5% | $62,881+117.7% |
| Participation rate | 92.7% | 73.0%+19.7pp | 81.4%+11.3pp | 69.3%+23.4pp |
| Annual return | 6.17% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $19,458 | $4,840+302.1% | $5,984+225.2% | $3,203+507.5% |
| Admin fee / account holder | $193 | $4,826-96.0% | $8,357-97.7% | $4,296-95.5% |