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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PORTFOLIO EVALUATIONS, INC Service code 16 · EIN 22-3189064 | Consulting | $50,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,100 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES, LLP. Service code 10 · EIN 27-1728945 | Accounting | $15,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$244,360 |
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 | $177,402 | $108,617+63.3% | $108,421+63.6% | $93,010+90.7% |
| Participation rate | 98.8% | 83.1%+15.7pp | 80.1%+18.7pp | 73.9%+24.9pp |
| Annual return | 18.21% | 21.63%-3.4pp | 905.61%-887.4pp | 158.70%-140.5pp |
| Employer contribution / active EE | $5,315 | $3,249+63.6% | $3,560+49.3% | $2,705+96.5% |
| Participant deferral / active EE | $13,479 | $7,885+70.9% | $6,564+105.4% | $4,561+195.5% |
| Admin fee / account holder | -$37 | $94-139.4% | $7,298-100.5% | $152-124.3% |