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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,944 |
CONRAD SIEGEL2 years Filed as: CONRAD M. SIEGEL, INC. Service code 10 · EIN 23-1669823 | Accounting | $2,907 |
BLACKROCK3 years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
COHEN & STEERS3 years Filed as: COHEN & STEERS CAPITAL INC Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COHEN & STEERS3 years Filed as: COHEN & STEERS CAPITAL MANAGEMENT I Service code 28 | Investment Management | $0 |
COLUMBIA4 years Filed as: COLUMBIA MANGMT INVESTMENT ADVISORS Service code 28 P.O. BOX 8081 · BOSTON, MA 022668081 | Investment Management | $0 |
COLUMBIA4 years Filed as: COLUMBIA MGMT INVESTMENT ADVISERS L Service code 28 | Investment Management | $0 |
HARBOR4 years Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
INVESCO1 year Filed as: INVESCO ADVISERS, INC. Service code 28 11 GREENWAY PLAZA STE. 2500 · HOUSTON, TX 77046 | Investment Management | $0 |
JANUS HENDERSON4 years Filed as: JANUS CAPITAL LLC Service code 28 · EIN 43-1804048 | Investment Management | $0 |
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 | $452,945 | $61,338+638.4% | $149,717+202.5% | $71,495+533.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 19.83% | 35.86%-16.0pp | 134.41%-114.6pp | 28.85%-9.0pp |
| Employer contribution / active EE | $23,620 | $2,381+891.9% | $4,820+390.1% | $2,589+812.2% |
| Participant deferral / active EE | $12,565 | $2,919+330.4% | $5,682+121.2% | $4,291+192.8% |
| Admin fee / account holder | -$151 | $1,263-111.9% | $13,213-101.1% | $1,588-109.5% |