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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-3764090 | Advisory (Plan) | $39,581 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 | Accounting | $13,250 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,079 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$83,200 |
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 | $213,974 | $116,081+84.3% | $156,181+37.0% | $79,634+168.7% |
| Participation rate | 87.8% | 75.6%+12.2pp | 78.8%+8.9pp | 62.5%+25.3pp |
| Annual return | 15.47% | 15.89%-0.4pp | 64.87%-49.4pp | 36.46%-21.0pp |
| Employer contribution / active EE | $3,360 | $2,828+18.8% | $4,294-21.8% | $2,529+32.8% |
| Participant deferral / active EE | $9,379 | $4,584+104.6% | $6,132+53.0% | $3,835+144.6% |
| Admin fee / account holder | $162 | $854-81.1% | $14,586-98.9% | $1,002-83.9% |