| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $308,612 |
ELLIOTT DAVIS, LLC1+ years Service code 10 · EIN 57-0381582 | Accounting | $49,500 |
PRIAC1+ years Service code 14 · EIN 06-1050034 | Plan Administrator | $20,973 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,988 | $66,513-59.4% | $178,510-84.9% | $106,273-74.6% |
| Participation rate | 100.0% | 73.8%+26.2pp | 81.9%+18.1pp | 70.8%+29.2pp |
| Annual return | 11.56% | 21.81%-10.3pp | 151.13%-139.6pp | 21.70%-10.1pp |
| Employer contribution / active EE | $634 | $1,776-64.3% | $5,011-87.3% | $2,722-76.7% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $5,202-100.0% | $4,601-100.0% |
| Admin fee / account holder | $101 | $53+88.2% | $13,988-99.3% | $78+28.4% |