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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $139,582 |
GATEWAY ADVISORY, LLC4 years Filed as: GATEWAY ADVISORY LLC Service code 27 · EIN 27-1678306 | Advisory (Plan) | $60,000 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $12,420 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,290 |
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 | $74,855 | $104,336-28.3% | $159,474-53.1% | $86,821-13.8% |
| Participation rate | 92.9% | 77.7%+15.2pp | 82.8%+10.1pp | 72.3%+20.6pp |
| Annual return | 15.59% | 26.32%-10.7pp | 263.68%-248.1pp | 97.94%-82.3pp |
| Employer contribution / active EE | $1,434 | $3,451-58.4% | $4,831-70.3% | $2,406-40.4% |
| Participant deferral / active EE | $8,544 | $6,837+25.0% | $7,353+16.2% | $4,132+106.8% |
| Admin fee / account holder | $234 | $172+36.0% | $10,802-97.8% | $170+38.1% |