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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $37,875 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,259 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,547 |
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 | $113,673 | $62,267+82.6% | $110,243+3.1% | $55,725+104.0% |
| Participation rate | 95.5% | 78.1%+17.4pp | 79.8%+15.7pp | 70.9%+24.6pp |
| Annual return | -4.07% | -1.07%-3.0pp | 314.76%-318.8pp | 244.93%-249.0pp |
| Employer contribution / active EE | $4,159 | $1,941+114.2% | $3,827+8.7% | $2,078+100.1% |
| Participant deferral / active EE | $7,088 | $3,516+101.6% | $4,672+51.7% | $3,356+111.2% |
| Admin fee / account holder | $71 | $121-41.6% | $8,548-99.2% | $115-38.7% |