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| Provider | Service type | Compensation |
|---|---|---|
WINDHAM BRANNON5 years Service code 10 · EIN 58-1763439 | Accounting | $18,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,197 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $151,965 | $107,415+41.5% | $135,998+11.7% | $80,187+89.5% |
| Participation rate | 85.2% | 78.0%+7.2pp | 81.9%+3.3pp | 72.9%+12.3pp |
| Annual return | 20.98% | 91.99%-71.0pp | 68.37%-47.4pp | 40.40%-19.4pp |
| Employer contribution / active EE | $1,840 | $3,878-52.5% | $4,860-62.1% | $2,980-38.2% |
| Participant deferral / active EE | $12,056 | $8,189+47.2% | $7,761+55.3% | $5,016+140.3% |
| Admin fee / account holder | -$13 | $127-110.4% | $10,769-100.1% | $145-109.1% |