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| Provider | Service type | Compensation |
|---|---|---|
OCONNOR DAVIES,2 years Filed as: OCONNOR DAVIS LLP Service code 10 · EIN 27-1728945 | Accounting | $14,175 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,853 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$120,618 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,176 | $71,106+39.5% | $83,327+19.0% | $75,289+31.7% |
| Participation rate | 98.6% | 82.0%+16.6pp | 77.8%+20.8pp | 72.4%+26.1pp |
| Annual return | -6.16% | -0.56%-5.6pp | 10.64%-16.8pp | -0.04%-6.1pp |
| Employer contribution / active EE | $4,597 | $2,436+88.7% | $3,379+36.0% | $2,405+91.1% |
| Participant deferral / active EE | $10,019 | $6,249+60.3% | $5,565+80.0% | $3,739+168.0% |
| Admin fee / account holder | -$26 | $72-136.1% | $7,540-100.3% | $102-125.5% |