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| Provider | Service type | Compensation |
|---|---|---|
CLARK NUBER2 years Service code 10 · EIN 91-0119401 | Accounting | $16,979 |
USI CONSULTING GROUP3+ years Filed as: KIBBLE & PRENTICE Service code 16 · EIN 91-1176315 | Consulting | $15,625 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 38 · EIN 33-0078543 | Participant Communication | $327 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO3+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$8,773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $135,208 | $44,989+200.5% | $170,435-20.7% | $77,958+73.4% |
| Participation rate | 30.1% | 64.6%-34.5pp | 83.6%-53.5pp | 71.6%-41.6pp |
| Annual return | 16.88% | 19.61%-2.7pp | 205.94%-189.1pp | 20.87%-4.0pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,773 | $2,208+25.6% | $4,939-43.9% | $3,537-21.6% |
| Admin fee / account holder | $20 | $69-71.6% | $13,881-99.9% | $97-79.9% |