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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,048 |
SII INVESTMENTS INC1+ years Service code 61 · EIN 39-1099262 | Finders' fees / placement fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $39,064 | $72,177-45.9% | $115,038-66.0% | $59,633-34.5% |
| Participation rate | 71.4% | 72.6%-1.1pp | 81.4%-9.9pp | 68.7%+2.8pp |
| Annual return | 1.45% | 12.02%-10.6pp | 26.14%-24.7pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $3,616 | $2,841+27.3% | $4,608-21.5% | $2,203+64.2% |
| Participant deferral / active EE | $7,569 | $4,783+58.2% | $6,026+25.6% | $3,192+137.1% |
| Admin fee / account holder | $13 | $4,927-99.7% | $8,175-99.8% | $4,297-99.7% |