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| Provider | Service type | Compensation |
|---|---|---|
ASPECT WEALTH MANAGEMENT2+ years Service code 27 · EIN 74-2822124 | Advisory (Plan) | $56,254 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,388 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,342 |
Form 5500 reported that benefits due were not provided when due.
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 | $88,908 | $57,921+53.5% | $84,753+4.9% | $57,658+54.2% |
| Participation rate | 96.2% | 72.9%+23.2pp | 76.6%+19.6pp | 70.2%+25.9pp |
| Annual return | 10.18% | 10.24%-0.1pp | 22.78%-12.6pp | 5.13%+5.0pp |
| Employer contribution / active EE | $4,306 | $2,598+65.7% | $3,574+20.5% | $1,974+118.2% |
| Participant deferral / active EE | $5,295 | $2,742+93.1% | $3,712+42.6% | $3,061+73.0% |
| Admin fee / account holder | $67 | $130-48.4% | $5,333-98.7% | $95-29.2% |