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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,798 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,284 |
BONADIO & CO., LLP3 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $12,900 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $10,699 |
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 | $214,924 | $100,801+113.2% | $149,751+43.5% | $73,415+192.8% |
| Participation rate | 97.7% | 77.7%+20.0pp | 82.5%+15.2pp | 72.2%+25.5pp |
| Annual return | 15.94% | 265.34%-249.4pp | 276.71%-260.8pp | 59.30%-43.4pp |
| Employer contribution / active EE | $11,649 | $3,312+251.8% | $4,646+150.7% | $2,234+421.5% |
| Participant deferral / active EE | $4,284 | $6,404-33.1% | $6,843-37.4% | $3,806+12.6% |
| Admin fee / account holder | $134 | $181-25.7% | $9,312-98.6% | $158-14.9% |