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| Provider | Service type | Compensation |
|---|---|---|
MUSTARD SEED7 years Service code 28 · EIN 43-2025237 202 S. PINE · MAGNOLIA, AR 71753 | Investment Management | $20,870 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,029 | $46,325-84.8% | $143,788-95.1% | $64,814-89.2% |
| Participation rate | 94.8% | 64.2%+30.6pp | 80.3%+14.5pp | 71.5%+23.4pp |
| Annual return | -11.00% | -10.05%-0.9pp | -0.03%-11.0pp | 32.84%-43.8pp |
| Employer contribution / active EE | $412 | $1,911-78.4% | $4,952-91.7% | $2,507-83.5% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,310-100.0% |
| Admin fee / account holder | $46 | $154-70.0% | $14,675-99.7% | $188-75.4% |