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| Provider | Service type | Compensation |
|---|---|---|
FIRST HILL TRUST COMPANY1 year Service code 13 · EIN 91-1999591 | Contract Administrator | $52,885 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $27,057 |
Filed as: HIGHLAND CAPITAL ADVISORS LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $10,000 |
Service code 10 · EIN 91-1521868 | Accounting | $8,634 |
Service code 29 · EIN 91-1321138 | Legal | $6,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,833 | $82,979-79.7% | $102,412-83.6% | $77,736-78.3% |
| Participation rate | 96.1% | 71.5%+24.6pp | 74.5%+21.6pp | 70.6%+25.5pp |
| Annual return | 7.54% | 19.11%-11.6pp | 24.94%-17.4pp | 31.26%-23.7pp |
| Employer contribution / active EE | $1,840 | $3,554-48.2% | $3,870-52.5% | $2,728-32.5% |
| Participant deferral / active EE | $122 | $4,109-97.0% | $5,060-97.6% | $4,651-97.4% |
| Admin fee / account holder | $128 | $639-80.0% | $8,388-98.5% | $433-70.5% |