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| Provider | Service type | Compensation |
|---|---|---|
GT REILLY & COMPANY6 years Service code 10 · EIN 04-2513210 | Accounting | $18,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,271 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$122,582 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,861 | $185,342+2.4% | $111,319+70.6% | $86,828+118.7% |
| Participation rate | 95.3% | 81.0%+14.3pp | 77.3%+17.9pp | 72.3%+23.0pp |
| Annual return | 16.21% | 500.80%-484.6pp | 54.68%-38.5pp | 97.95%-81.7pp |
| Employer contribution / active EE | $2,893 | $2,246+28.8% | $2,732+5.9% | $2,406+20.3% |
| Participant deferral / active EE | $11,280 | $4,458+153.0% | $4,488+151.4% | $4,132+173.0% |
| Admin fee / account holder | -$86 | $255-133.7% | $7,966-101.1% | $170-150.7% |