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| Provider | Service type | Compensation |
|---|---|---|
CLARK NUBER1 year Service code 10 · EIN 91-1194016 | Accounting | $17,286 |
USI CONSULTING GROUP2+ years Filed as: KIBBLE & PRENTICE Service code 27 · EIN 91-1176315 | Advisory (Plan) | $12,046 |
FID INV INST OPS CO2+ years Service code 50 · EIN 04-2647786 | Direct Payment | -$23,676 |
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 | $140,071 | $36,926+279.3% | $156,551-10.5% | $57,661+142.9% |
| Participation rate | 60.6% | 63.4%-2.8pp | 84.0%-23.4pp | 70.2%-9.6pp |
| Annual return | 9.24% | 12.38%-3.1pp | 32.23%-23.0pp | 5.13%+4.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $8,440 | $1,926+338.3% | $4,871+73.3% | $3,061+175.8% |
| Admin fee / account holder | $8 | $83-90.8% | $13,028-99.9% | $95-92.0% |