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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $11,768 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 26 · EIN 93-0987232 | Advisory (Participants) | $11,268 |
Filed as: VALIC Service code 19 · EIN 74-1625348 | Securities Custodian | $2,194 |
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 | $22,356 | $58,888-62.0% | $178,499-87.5% | $73,493-69.6% |
| Participation rate | 89.7% | 66.2%+23.4pp | 81.9%+7.7pp | 70.7%+19.0pp |
| Annual return | 14.58% | 24.86%-10.3pp | 151.10%-136.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,015 | $2,568-21.5% | $5,202-61.3% | $3,740-46.1% |
| Admin fee / account holder | $88 | $400-78.1% | $13,986-99.4% | $513-82.9% |