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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,669 |
CONRAD SIEGEL1 year Filed as: CONRAD M. SIEGEL, INC. Service code 10 · EIN 23-1669823 | Accounting | $694 |
BLACKROCK2 years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
COHEN & STEERS2 years Filed as: COHEN & STEERS CAPITAL INC Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COHEN & STEERS2 years Filed as: COHEN & STEERS CAPITAL MANAGEMENT I Service code 28 | Investment Management | $0 |
COLUMBIA3 years Filed as: COLUMBIA MANGMT INVESTMENT ADVISORS Service code 28 P.O. BOX 8081 · BOSTON, MA 022668081 | Investment Management | $0 |
COLUMBIA3 years Filed as: COLUMBIA MGMT INVESTMENT ADVISERS L Service code 28 | Investment Management | $0 |
HARBOR3 years Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
JANUS HENDERSON3 years Filed as: JANUS CAPITAL LLC Service code 28 · EIN 43-1804048 | Investment Management | $0 |
Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $361,052 | $65,092+454.7% | $143,799+151.1% | $66,938+439.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -19.56% | -11.14%-8.4pp | -0.04%-19.5pp | 1.58%-21.1pp |
| Employer contribution / active EE | $23,038 | $2,362+875.5% | $4,952+365.2% | $2,545+805.1% |
| Participant deferral / active EE | $12,355 | $2,920+323.1% | $5,638+119.1% | $4,238+191.5% |
| Admin fee / account holder | -$137 | $502-127.4% | $14,677-100.9% | $594-123.2% |