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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $120,071 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,569 |
UBS FINANCIAL SERVICES INC2 years Service code 16 · EIN 13-2638166 | Consulting | $33,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $63,759 | $130,052-51.0% | $86,691-26.5% | $77,906-18.2% |
| Participation rate | 97.4% | 85.9%+11.5pp | 76.6%+20.8pp | 73.7%+23.7pp |
| Annual return | -18.85% | -12.73%-6.1pp | 35.94%-54.8pp | 12.16%-31.0pp |
| Employer contribution / active EE | $3,556 | $3,214+10.6% | $2,837+25.3% | $2,846+24.9% |
| Participant deferral / active EE | $7,900 | $5,741+37.6% | $4,656+69.7% | $4,805+64.4% |
| Admin fee / account holder | $119 | $132-9.4% | $7,492-98.4% | $133-9.9% |