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| Provider | Service type | Compensation |
|---|---|---|
WARREN STREET ADVISORS3 years Service code 27 · EIN 47-1978730 | Advisory (Plan) | $69,908 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $30,413 |
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 | $57,326 | $64,612-11.3% | $86,438-33.7% | $64,819-11.6% |
| Participation rate | 84.1% | 81.5%+2.6pp | 80.3%+3.7pp | 71.5%+12.6pp |
| Annual return | -2.08% | 0.66%-2.7pp | 4397.19%-4399.3pp | 32.84%-34.9pp |
| Employer contribution / active EE | $3,250 | $2,744+18.4% | $3,769-13.8% | $2,507+29.7% |
| Participant deferral / active EE | $9,184 | $7,497+22.5% | $6,952+32.1% | $4,311+113.0% |
| Admin fee / account holder | $260 | $169+53.7% | $6,733-96.1% | $188+38.4% |