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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,783 |
SILVER OAK SECURITIES. INC2 years Filed as: SILVER OAKS SECURITIES INC Service code 27 | Advisory (Plan) | $33,004 |
SILVER OAK SECURITIES. INC5 years Filed as: SILVER OAK SECURITIES INC Service code 27 · EIN 62-1765234 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,025 | $65,072-33.9% | $66,439-35.2% | $65,306-34.1% |
| Participation rate | 48.8% | 69.1%-20.3pp | 74.5%-25.7pp | 57.7%-8.9pp |
| Annual return | 17.46% | 21.50%-4.0pp | 757.66%-740.2pp | 21.94%-4.5pp |
| Employer contribution / active EE | $1,012 | $2,475-59.1% | $2,637-61.6% | $1,967-48.6% |
| Participant deferral / active EE | $1,991 | $3,234-38.4% | $3,876-48.6% | $2,959-32.7% |
| Admin fee / account holder | $403 | $1,323-69.5% | $6,173-93.5% | $3,480-88.4% |