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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,014 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,456 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,000 |
Filed as: BECHER DELLA TORRE GITTO & COMPANY Service code 10 · EIN 22-2625944 | Accounting | $13,000 |
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 | $40,317 | $85,635-52.9% | $123,894-67.5% | $63,975-37.0% |
| Participation rate | 85.6% | 74.9%+10.7pp | 81.4%+4.2pp | 71.1%+14.5pp |
| Annual return | 11.33% | 15.74%-4.4pp | 47.52%-36.2pp | 48.65%-37.3pp |
| Employer contribution / active EE | $2,087 | $3,076-32.2% | $4,617-54.8% | $2,182-4.3% |
| Participant deferral / active EE | $5,917 | $5,667+4.4% | $5,984-1.1% | $3,356+76.3% |
| Admin fee / account holder | $21 | $75-71.3% | $8,357-99.7% | $70-69.5% |