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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $7,869 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 26 · EIN 93-0987232 | Advisory (Participants) | $5,068 |
Filed as: VALIC Service code 19 · EIN 74-1625348 | Securities Custodian | $1,681 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,353 | $52,961-61.6% | $172,755-88.2% | $65,185-68.8% |
| Participation rate | 87.4% | 66.2%+21.2pp | 82.6%+4.8pp | 70.2%+17.2pp |
| Annual return | 17.04% | 30.12%-13.1pp | 802.94%-785.9pp | 29.38%-12.3pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,057 | $2,471-57.2% | $5,198-79.7% | $3,514-69.9% |
| Admin fee / account holder | $83 | $472-82.5% | $13,955-99.4% | $847-90.2% |