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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $426,615 |
WHITLEY PENN LLP4 years Service code 49 · EIN 75-2393478 | Other Services | $69,010 |
SANCTUARY ADVISORS, LLC2 years Filed as: SANCTUARY ADVISORS Service code 16 · EIN 87-1395546 | Consulting | $59,606 |
FIDUCIENT ADVISORS LLC4 years Service code 16 · EIN 36-4001764 | Consulting | $51,759 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $163,760 | $110,282+48.5% | $102,423+59.9% | $199,921-18.1% |
| Participation rate | 62.3% | 86.3%-24.0pp | 76.5%-14.2pp | 72.0%-9.7pp |
| Annual return | 39.45% | 35.75%+3.7pp | 29.42%+10.0pp | 34.28%+5.2pp |
| Employer contribution / active EE | $4,759 | $3,603+32.1% | $3,023+57.4% | $3,035+56.8% |
| Participant deferral / active EE | $7,169 | $6,376+12.4% | $5,054+41.8% | $5,089+40.9% |
| Admin fee / account holder | $151 | $122+23.2% | $9,455-98.4% | $269-44.0% |