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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $26,972 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,790 |
SIKICH LLP1+ years Service code 10 · EIN 36-3168081 | Accounting | $14,946 |
AMERICAN FUNDS1+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $6,372 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $129,085 | $75,284+71.5% | $91,004+41.8% | $69,634+85.4% |
| Participation rate | 97.5% | 80.4%+17.1pp | 75.6%+21.9pp | 70.7%+26.8pp |
| Annual return | 20.45% | 48.40%-27.9pp | 4.60%+15.9pp | 27572.26%-27551.8pp |
| Employer contribution / active EE | $8,669 | $2,473+250.6% | $2,456+253.0% | $2,032+326.6% |
| Participant deferral / active EE | $5,794 | $3,700+56.6% | $3,548+63.3% | $3,224+79.7% |
| Admin fee / account holder | $64 | $111-41.8% | $5,417-98.8% | $110-41.7% |