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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $336,943 |
Service code 37 · EIN 04-2647786 | Loan Processing | $265,240 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $66,576 |
RUBINBROWN LLP1 year Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $22,000 |
AMERICAN FUNDS2 years Filed as: HM CAPITAL MANAGEMENT LLC Service code 27 · EIN 20-3287389 | Advisory (Plan) | $13,333 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,026 | $76,774-8.8% | $112,270-37.6% | $77,906-10.1% |
| Participation rate | 99.1% | 80.2%+19.0pp | 75.1%+24.1pp | 73.7%+25.4pp |
| Annual return | -13.94% | -10.25%-3.7pp | 27.49%-41.4pp | 12.16%-26.1pp |
| Employer contribution / active EE | $2,240 | $3,977-43.7% | $3,635-38.4% | $2,846-21.3% |
| Participant deferral / active EE | $7,047 | $3,778+86.5% | $4,729+49.0% | $4,805+46.7% |
| Admin fee / account holder | $154 | $239-35.7% | $6,411-97.6% | $133+15.8% |