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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY4+ years Service code 21 | Bank Trustee | $36,005 |
CENTRAL COAST ADMINISTRATORS4+ years Service code 13 | Contract Administrator | $25,067 |
REICH, ADELL & CVITAN4+ years Filed as: REICH ADELL & CVITAN Service code 29 | Legal | $7,535 |
MCGOWAN GUNTERMANN4+ years Service code 10 | Accounting | $6,000 |
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 | $0 | $80,005-100.0% | $140,019-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 87.0%-87.0pp | 87.5%-87.5pp | 70.9%-70.9pp |
| Annual return | -5.48% | 0.46%-5.9pp | 651.15%-656.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $626 | $3,403-81.6% | $5,605-88.8% | $2,078-69.9% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |