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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $208,783 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $80,000 |
Service code 10 · EIN 52-1743645 | Accounting | $17,458 |
KATZ, SAPPER & MILLER1 year Filed as: KATZ SAPPER & MILLER Service code 10 · EIN 68-0505254 | Accounting | $13,862 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,320 |
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 | $51,650 | $88,874-41.9% | $123,552-58.2% | $75,289-31.4% |
| Participation rate | 84.9% | 75.9%+9.0pp | 82.3%+2.6pp | 72.4%+12.4pp |
| Annual return | -5.30% | 4.22%-9.5pp | 119.20%-124.5pp | -0.04%-5.3pp |
| Employer contribution / active EE | $2,867 | $3,256-11.9% | $4,628-38.1% | $2,405+19.2% |
| Participant deferral / active EE | $9,519 | $6,174+54.2% | $6,426+48.1% | $3,739+154.6% |
| Admin fee / account holder | $144 | $95+52.4% | $9,285-98.4% | $102+40.8% |