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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $305,446 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $92,511 |
GRANT THORNTON LLP5 years Filed as: GRANT THORTON Service code 10 · EIN 36-6055558 | Accounting | $32,330 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,734 | $82,783-24.2% | $133,982-53.2% | $90,274-30.5% |
| Participation rate | 96.4% | 81.3%+15.1pp | 79.8%+16.5pp | 73.4%+23.0pp |
| Annual return | 15.28% | 21.89%-6.6pp | 45.10%-29.8pp | 53.97%-38.7pp |
| Employer contribution / active EE | $2,326 | $2,388-2.6% | $3,919-40.7% | $2,523-7.8% |
| Participant deferral / active EE | $4,749 | $4,291+10.7% | $5,047-5.9% | $4,231+12.3% |
| Admin fee / account holder | $99 | $93+6.2% | $8,930-98.9% | $114-13.5% |