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| Provider | Service type | Compensation |
|---|---|---|
SOREN MCADAM2 years Service code 49 · EIN 77-0549163 | Other Services | $11,500 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $4,275 |
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 | $75,688 | $35,485+113.3% | $74,549+1.5% | $55,727+35.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | -3.34% | 0.72%-4.1pp | 32.54%-35.9pp | 244.94%-248.3pp |
| Employer contribution / active EE | $9 | $777-98.8% | $1,961-99.5% | $2,078-99.5% |
| Participant deferral / active EE | $6,491 | $2,181+197.6% | $3,108+108.8% | $3,356+93.4% |
| Admin fee / account holder | $21 | $114-81.8% | $5,059-99.6% | $115-82.0% |