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| Provider | Service type | Compensation |
|---|---|---|
WARREN STREET ADVISORS4 years Service code 27 · EIN 47-1978730 | Advisory (Plan) | $79,404 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,155 |
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 | $67,927 | $89,282-23.9% | $94,664-28.2% | $74,460-8.8% |
| Participation rate | 81.7% | 82.4%-0.7pp | 80.8%+0.9pp | 70.7%+11.0pp |
| Annual return | 18.68% | 25.96%-7.3pp | 156.84%-138.2pp | 34.38%-15.7pp |
| Employer contribution / active EE | $3,713 | $3,022+22.9% | $3,673+1.1% | $2,638+40.7% |
| Participant deferral / active EE | $10,745 | $8,425+27.5% | $7,417+44.9% | $4,530+137.2% |
| Admin fee / account holder | $285 | $219+30.4% | $7,222-96.0% | $348-18.0% |