| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Service code 37 · EIN 04-2647786 | Loan Processing | $598,524 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $546,159 |
TIAA4 years Service code 12 · EIN 13-1624203 | Claims processing | $153,083 |
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 | $232,687 | $90,672+156.6% | $125,401+85.6% | $89,433+160.2% |
| Participation rate | 80.4% | 72.3%+8.1pp | 82.4%-2.0pp | 71.3%+9.2pp |
| Annual return | -14.65% | -6.42%-8.2pp | 572.53%-587.2pp | -11.88%-2.8pp |
| Employer contribution / active EE | $1,790 | $3,032-40.9% | $4,816-62.8% | $3,021-40.7% |
| Participant deferral / active EE | $12,414 | $7,210+72.2% | $7,448+66.7% | $5,125+142.2% |
| Admin fee / account holder | $6 | $69-91.6% | $10,008-99.9% | $79-92.7% |