| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Service code 37 · EIN 04-2647786 | Loan Processing | $880,600 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $336,124 |
Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $65,000 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $53,150 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $263,178 | $106,994+146.0% | $135,998+93.5% | $96,393+173.0% |
| Participation rate | 83.1% | 72.5%+10.6pp | 81.9%+1.2pp | 71.3%+11.9pp |
| Annual return | 17.15% | 26.64%-9.5pp | 68.37%-51.2pp | 22.88%-5.7pp |
| Employer contribution / active EE | $2,045 | $3,391-39.7% | $4,860-57.9% | $3,239-36.9% |
| Participant deferral / active EE | $13,728 | $7,968+72.3% | $7,761+76.9% | $5,455+151.7% |
| Admin fee / account holder | $71 | $79-10.7% | $10,769-99.3% | $74-4.4% |