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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Sales loads (front... | $20,907 |
Service code 16 · EIN 75-2866255 | Consulting | $15,180 |
Filed as: ROLAND CRISS INVESTMENT RESEARCH LL Service code 27 · EIN 46-1595115 | Advisory (Plan) | $14,375 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $14,000 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,089 | $79,151+2.4% | $60,919+33.1% | $64,824+25.1% |
| Participation rate | 52.8% | 77.7%-24.9pp | 73.1%-20.3pp | 71.5%-18.7pp |
| Annual return | -14.99% | -7.12%-7.9pp | 16.96%-32.0pp | 32.84%-47.8pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,704-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $3,689 | $3,727-1.0% | $3,814-3.3% | $4,311-14.4% |
| Admin fee / account holder | $291 | $106+175.1% | $3,228-91.0% | $188+54.8% |