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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $77,931 |
Filed as: ALPHA INVESTMENT CONSULTING GROUP, Service code 16 · EIN 39-1859759 | Consulting | $25,000 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $13,169 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,087 |
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 | $41,312 | $72,303-42.9% | $86,698-52.3% | $64,819-36.3% |
| Participation rate | 96.3% | 80.4%+15.9pp | 76.6%+19.7pp | 71.5%+24.8pp |
| Annual return | -16.31% | 392.77%-409.1pp | 35.95%-52.3pp | 32.84%-49.1pp |
| Employer contribution / active EE | $1,709 | $2,393-28.6% | $2,837-39.7% | $2,507-31.8% |
| Participant deferral / active EE | $4,745 | $4,660+1.8% | $4,656+1.9% | $4,311+10.1% |
| Admin fee / account holder | $145 | $174-16.9% | $7,493-98.1% | $188-23.0% |