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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,392 |
FIDUCIARY PLAN PARTNERS, LLC2 years Filed as: FIDUCIARY PLAN PARTNERS Service code 27 · EIN 81-2872393 | Advisory (Plan) | $60,000 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $15,525 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,373 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,155 | $95,438-27.5% | $135,982-49.1% | $74,473-7.1% |
| Participation rate | 94.7% | 78.2%+16.4pp | 81.9%+12.7pp | 70.7%+23.9pp |
| Annual return | 17.87% | 32.61%-14.7pp | 68.32%-50.5pp | 34.36%-16.5pp |
| Employer contribution / active EE | $1,530 | $3,878-60.6% | $4,859-68.5% | $2,638-42.0% |
| Participant deferral / active EE | $10,413 | $7,790+33.7% | $7,760+34.2% | $4,530+129.9% |
| Admin fee / account holder | $149 | $259-42.5% | $10,767-98.6% | $347-57.1% |