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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $111,088 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $24,000 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,000 |
Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 · EIN 77-0573994 | Accounting | $5,500 |
Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $5,500 |
ALTA TRUST1 year Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-6799669 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 13-3806694 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,179 | $75,388-21.5% | $123,553-52.1% | $55,725+6.2% |
| Participation rate | 89.8% | 75.7%+14.2pp | 82.3%+7.5pp | 70.9%+19.0pp |
| Annual return | 1.41% | 4.48%-3.1pp | 119.21%-117.8pp | 244.93%-243.5pp |
| Employer contribution / active EE | $2,153 | $3,063-29.7% | $4,628-53.5% | $2,078+3.6% |
| Participant deferral / active EE | $10,790 | $5,651+90.9% | $6,426+67.9% | $3,356+221.5% |
| Admin fee / account holder | $259 | $120+116.7% | $9,284-97.2% | $115+125.3% |