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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,819 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,865 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $14,700 |
BONADIO & CO., LLP5 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $11,900 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $195,049 | $82,188+137.3% | $125,401+55.5% | $64,829+200.9% |
| Participation rate | 98.7% | 77.9%+20.8pp | 82.4%+16.3pp | 71.5%+27.2pp |
| Annual return | -17.76% | 3.50%-21.3pp | 572.53%-590.3pp | 32.85%-50.6pp |
| Employer contribution / active EE | $12,397 | $3,617+242.7% | $4,816+157.4% | $2,507+394.5% |
| Participant deferral / active EE | $5,472 | $7,177-23.8% | $7,448-26.5% | $4,312+26.9% |
| Admin fee / account holder | $132 | $163-19.4% | $10,008-98.7% | $188-29.9% |