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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 | $95,417+136.3% | $135,974+65.8% | $74,460+202.8% |
| Participation rate | 98.3% | 78.2%+20.1pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 17.34% | 32.76%-15.4pp | 68.30%-51.0pp | 34.38%-17.0pp |
| Employer contribution / active EE | $13,416 | $3,878+246.0% | $4,859+176.1% | $2,638+408.5% |
| Participant deferral / active EE | $5,488 | $7,789-29.5% | $7,760-29.3% | $4,530+21.1% |
| Admin fee / account holder | $122 | $266-54.2% | $10,767-98.9% | $348-64.9% |