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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,666 |
OCONNOR DAVIES,8 years Filed as: OCONNOR DAVIS LLP Service code 10 · EIN 27-1728945 | Accounting | $43,000 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $38,625 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$301 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,670 | $115,744+86.3% | $100,415+114.8% | $200,096+7.8% |
| Participation rate | 98.9% | 85.7%+13.2pp | 81.5%+17.3pp | 72.0%+26.8pp |
| Annual return | 18.08% | 17.79%+0.3pp | 49.47%-31.4pp | 34.26%-16.2pp |
| Employer contribution / active EE | $5,933 | $3,657+62.2% | $3,943+50.5% | $3,038+95.3% |
| Participant deferral / active EE | $14,987 | $9,844+52.2% | $8,091+85.2% | $5,090+194.4% |
| Admin fee / account holder | $34 | $93-63.2% | $7,906-99.6% | $269-87.3% |