Filed May 8, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BURGESS CHAMBERS & ASSOCIATES, INC. Service code 28 · EIN 59-2878619 | Investment Management | $27,482 |
Filed as: RICHMOND CAPITAL MANAGEMENT, INC. Service code 28 · EIN 54-1288566 | Investment Management | $6,510 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $46,244-100.0% | - | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 2.8%-2.8pp |
| Annual return | 25.70% | 18.06%+7.6pp | 13.45%+12.2pp | 16.32%+9.4pp |
| Employer contribution / active EE | $22,788 | $23,411-2.7% | $26,057-12.5% | $17,007+34.0% |
| Participant deferral / active EE | $0 | $815-100.0% | $181-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | - | $127-100.0% |