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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,307 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $7,982 |
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 | $85,818 | $99,957-14.1% | $149,745-42.7% | $73,497+16.8% |
| Participation rate | 98.4% | 75.7%+22.7pp | 82.5%+15.9pp | 70.7%+27.7pp |
| Annual return | 12.06% | 53.87%-41.8pp | 276.72%-264.7pp | 28.51%-16.5pp |
| Employer contribution / active EE | $4,678 | $3,191+46.6% | $4,646+0.7% | $2,270+106.1% |
| Participant deferral / active EE | $11,075 | $6,073+82.4% | $6,843+61.8% | $3,740+196.1% |
| Admin fee / account holder | $218 | $551-60.4% | $9,312-97.7% | $513-57.5% |