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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,168 |
Service code 27 · EIN 73-1399373 | Advisory (Plan) | $26,644 |
EIDE BAILLY LLP5 years Filed as: EDIE BAILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $8,768 |
Employer 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.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,875 | $89,465-71.1% | $165,100-84.3% | $77,762-66.7% |
| Participation rate | 79.0% | 78.6%+0.3pp | 78.6%+0.4pp | 70.6%+8.4pp |
| Annual return | 12.52% | 28.86%-16.3pp | 70.21%-57.7pp | 31.27%-18.7pp |
| Employer contribution / active EE | $585 | $2,565-77.2% | $4,348-86.5% | $2,728-78.6% |
| Participant deferral / active EE | $3,042 | $4,904-38.0% | $6,035-49.6% | $4,651-34.6% |
| Admin fee / account holder | $130 | $340-61.8% | $12,696-99.0% | $433-70.0% |