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| Provider | Service type | Compensation |
|---|---|---|
HARGRAVE1 year Filed as: HARGRAVE FIDUCIARY ADVISORS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $31,987 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,849 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $219,233 | $89,248+145.6% | $136,007+61.2% | $74,546+194.1% |
| Participation rate | 99.0% | 69.4%+29.6pp | 76.5%+22.6pp | 67.2%+31.8pp |
| Annual return | 17.12% | 22.76%-5.6pp | 579.32%-562.2pp | 1366.03%-1348.9pp |
| Employer contribution / active EE | $13,702 | $2,838+382.8% | $4,215+225.1% | $2,624+422.1% |
| Participant deferral / active EE | $16,739 | $4,598+264.1% | $7,024+138.3% | $4,347+285.0% |
| Admin fee / account holder | $128 | $1,545-91.7% | $6,858-98.1% | $1,944-93.4% |