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| Provider | Service type | Compensation |
|---|---|---|
WARREN STREET ADVISORS5 years Service code 27 · EIN 47-1978730 | Advisory (Plan) | $89,375 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,163 |
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 | $77,383 | $90,064-14.1% | $100,415-22.9% | $77,762-0.5% |
| Participation rate | 84.4% | 81.3%+3.1pp | 81.5%+2.9pp | 70.6%+13.8pp |
| Annual return | 15.44% | 20.61%-5.2pp | 49.47%-34.0pp | 31.27%-15.8pp |
| Employer contribution / active EE | $3,857 | $3,043+26.7% | $3,943-2.2% | $2,728+41.4% |
| Participant deferral / active EE | $11,557 | $8,282+39.5% | $8,091+42.8% | $4,651+148.5% |
| Admin fee / account holder | $296 | $172+72.0% | $7,906-96.3% | $433-31.7% |