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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $823,596 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $249,793 |
Service code 26 · EIN 26-0058143 | Advisory (Participants) | $192,639 |
BAKER TILLY US, LLP2+ years Service code 10 · EIN 39-0859910 | Accounting | $179,582 |
WINSTON & STRAWN LLP2+ years Filed as: WINSTON & STRAWN, LLP Service code 29 · EIN 36-1975990 | Legal | $150,287 |
APRIO LLP1 year Filed as: APRIO Service code 10 · EIN 57-1157523 | Accounting | $47,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $54,225 | $106,994-49.3% | $135,998-60.1% | $96,393-43.7% |
| Participation rate | 83.1% | 72.5%+10.5pp | 81.9%+1.1pp | 71.3%+11.8pp |
| Annual return | 19.90% | 26.64%-6.7pp | 68.37%-48.5pp | 22.88%-3.0pp |
| Employer contribution / active EE | $2,274 | $3,391-33.0% | $4,860-53.2% | $3,239-29.8% |
| Participant deferral / active EE | $5,461 | $7,968-31.5% | $7,761-29.6% | $5,455+0.1% |
| Admin fee / account holder | $40 | $79-48.8% | $10,769-99.6% | $74-45.3% |