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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $287,400 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $177,882 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $14,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,273 | $60,396-0.2% | $83,831-28.1% | $75,289-19.9% |
| Participation rate | 95.5% | 80.7%+14.8pp | 76.1%+19.4pp | 72.4%+23.1pp |
| Annual return | -5.43% | 3.84%-9.3pp | 850.99%-856.4pp | -0.04%-5.4pp |
| Employer contribution / active EE | $1,829 | $3,343-45.3% | $3,631-49.6% | $2,405-23.9% |
| Participant deferral / active EE | $5,196 | $2,922+77.8% | $4,082+27.3% | $3,739+39.0% |
| Admin fee / account holder | $156 | $141+10.2% | $5,479-97.2% | $102+52.2% |