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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $19,907 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,534 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $44,966 | $77,817-42.2% | $123,553-63.6% | $64,173-29.9% |
| Participation rate | 81.8% | 74.7%+7.1pp | 82.3%-0.5pp | 69.6%+12.2pp |
| Annual return | -8.93% | 12.49%-21.4pp | 119.21%-128.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $3,390 | $3,014+12.5% | $4,628-26.7% | $2,381+42.4% |
| Participant deferral / active EE | $6,879 | $5,240+31.3% | $6,426+7.0% | $3,470+98.3% |
| Admin fee / account holder | $213 | $5,519-96.1% | $9,284-97.7% | $4,887-95.6% |