Filed December 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $428,058 |
ROWLAND CARMICHAEL ADVISORS2 years Service code 28 · EIN 86-0568468 | Investment Management | $193,414 |
MAYER HOFFMAN MCCANN P.C.3 years Service code 10 · EIN 43-1947695 | Accounting | $11,130 |
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 | $46,532 | $64,311-27.6% | $110,243-57.8% | $75,289-38.2% |
| Participation rate | 98.5% | 79.3%+19.3pp | 79.8%+18.7pp | 72.4%+26.1pp |
| Annual return | -4.52% | -1.74%-2.8pp | 314.76%-319.3pp | -0.04%-4.5pp |
| Employer contribution / active EE | $3,571 | $2,404+48.6% | $3,827-6.7% | $2,405+48.5% |
| Participant deferral / active EE | $4,910 | $3,892+26.2% | $4,672+5.1% | $3,739+31.3% |
| Admin fee / account holder | $126 | $88+43.9% | $8,548-98.5% | $102+23.3% |