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| Provider | Service type | Compensation |
|---|---|---|
MAXWELL LOCKE & RITTER LLP4 years Filed as: MAXWELL LOCKE & RITTER Service code 13 · EIN 74-2900215 | Contract Administrator | $16,010 |
RETIREMENT HORIZONS INC.4 years Service code 15 · EIN 76-0551734 | Recordkeeping | $5,636 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,687 | $53,822-28.1% | $75,696-48.9% | $85,850-54.9% |
| Participation rate | 80.6% | 69.1%+11.5pp | 74.8%+5.8pp | 69.3%+11.3pp |
| Annual return | 27.44% | 24.54%+2.9pp | 104.53%-77.1pp | 318.53%-291.1pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,522 | $2,895+21.6% | $3,821-7.8% | $3,952-10.9% |
| Admin fee / account holder | $275 | $3,343-91.8% | $3,619-92.4% | $6,260-95.6% |