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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,493 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,466 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $14,796 |
BONADIO & CO., LLP6 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $12,600 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,469 | $95,438+136.2% | $135,998+65.8% | $74,478+202.7% |
| Participation rate | 98.3% | 78.2%+20.1pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 17.34% | 32.61%-15.3pp | 68.37%-51.0pp | 34.37%-17.0pp |
| Employer contribution / active EE | $13,416 | $3,878+246.0% | $4,860+176.1% | $2,637+408.8% |
| Participant deferral / active EE | $5,488 | $7,790-29.6% | $7,761-29.3% | $4,530+21.1% |
| Admin fee / account holder | $122 | $259-52.9% | $10,769-98.9% | $347-64.9% |