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| Provider | Service type | Compensation |
|---|---|---|
DBBMCKENNON4 years Service code 10 · EIN 20-3685188 | Accounting | $10,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,594 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,329 | $73,404-30.1% | $87,100-41.1% | $67,579-24.0% |
| Participation rate | 64.4% | 80.9%-16.5pp | 76.9%-12.5pp | 71.3%-6.9pp |
| Annual return | 22.77% | 48.29%-25.5pp | 28.19%-5.4pp | 378.56%-355.8pp |
| Employer contribution / active EE | $458 | $2,014-77.3% | $2,521-81.8% | $2,148-78.7% |
| Participant deferral / active EE | $2,250 | $3,913-42.5% | $4,049-44.4% | $3,539-36.4% |
| Admin fee / account holder | $78 | $142-45.0% | $7,497-99.0% | $142-45.3% |