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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $81,248 |
CLEARSTEAD ADVISORS, LLC2+ years Filed as: CLEARSTEAD ADVISORS LLC Service code 27 1100 SUPERIOR AVE E STE 700 · CLEVELAND, OH 44114 | Advisory (Plan) | $21,600 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $417 |
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 | $168,773 | $93,131+81.2% | $106,554+58.4% | $86,828+94.4% |
| Participation rate | 93.5% | 81.4%+12.1pp | 76.1%+17.4pp | 72.3%+21.2pp |
| Annual return | 14.32% | 19.45%-5.1pp | 26.80%-12.5pp | 97.95%-83.6pp |
| Employer contribution / active EE | $4,755 | $2,895+64.2% | $2,819+68.7% | $2,406+97.6% |
| Participant deferral / active EE | $7,669 | $4,708+62.9% | $4,398+74.4% | $4,132+85.6% |
| Admin fee / account holder | $157 | $145+8.0% | $7,408-97.9% | $170-7.6% |