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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,046 |
Filed as: BIDWELL CONSULTING Service code 26 PO BOX 8150 · CHICA, CA 95927 | Advisory (Participants) | $13,560 |
JONES & ROTH, PC1 year Filed as: JONES & ROTH Service code 26 PO BOX 10086 · EUGENE, OR 97440 | Advisory (Participants) | $10,200 |
Filed as: INDEPENDENT FIN PARTNERS Service code 26 · EIN 59-3331424 | Advisory (Participants) | $6,531 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,099 | $63,924-65.4% | $108,582-79.6% | $55,167-59.9% |
| Participation rate | 83.2% | 74.3%+8.9pp | 79.6%+3.7pp | 69.0%+14.2pp |
| Annual return | 12.93% | 15.31%-2.4pp | -51.70%+64.6pp | 169.23%-156.3pp |
| Employer contribution / active EE | $1,187 | $1,879-36.8% | $3,758-68.4% | $1,963-39.5% |
| Participant deferral / active EE | $2,025 | $3,067-34.0% | $4,311-53.0% | $3,054-33.7% |
| Admin fee / account holder | $247 | $618-60.0% | $7,645-96.8% | $504-51.0% |