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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 42-1445429 | Other Commissions | $12,513 |
HENRY & PETERS, PC5+ years Service code 10 · EIN 75-1503978 | Accounting | $10,088 |
Filed as: INSTITUTIONAL SECURITIES CORP. Service code 55 · EIN 75-2181339 | Other Commissions | $9,357 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,025 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,884 | $98,982-16.3% | $162,177-48.9% | $65,185+27.2% |
| Participation rate | 98.0% | 85.8%+12.3pp | 87.6%+10.5pp | 70.2%+27.8pp |
| Annual return | 18.17% | 24.84%-6.7pp | 115.60%-97.4pp | 29.38%-11.2pp |
| Employer contribution / active EE | $2,433 | $3,467-29.8% | $5,613-56.6% | $2,177+11.8% |
| Participant deferral / active EE | $3,684 | $5,384-31.6% | $7,297-49.5% | $3,514+4.8% |
| Admin fee / account holder | $88 | $596-85.2% | $10,843-99.2% | $847-89.6% |