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| Provider | Service type | Compensation |
|---|---|---|
ROCKEFELLER FINANCIAL LLC3 years Service code 16 · EIN 82-3226180 | Consulting | $115,292 |
THE BENEFIT PRACTICE5 years Service code 16 · EIN 13-4144565 | Consulting | $25,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,449 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$98,456 |
Form 5500 reported that benefits due were not provided when due.
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 | $42,560 | $45,959-7.4% | $91,225-53.3% | $77,906-45.4% |
| Participation rate | 78.2% | 66.3%+11.9pp | 73.2%+5.0pp | 73.7%+4.5pp |
| Annual return | -15.34% | -5.32%-10.0pp | 114.10%-129.4pp | 12.16%-27.5pp |
| Employer contribution / active EE | $499 | $1,451-65.6% | $2,851-82.5% | $2,846-82.5% |
| Participant deferral / active EE | $3,959 | $3,283+20.6% | $4,234-6.5% | $4,805-17.6% |
| Admin fee / account holder | $16 | $99-83.7% | $5,422-99.7% | $133-87.9% |