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| Provider | Service type | Compensation |
|---|---|---|
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $106,530 |
Service code 37 · EIN 04-2647786 | Loan Processing | $65,404 |
Service code 27 · EIN 34-1753575 | Advisory (Plan) | $56,647 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $21,500 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,610 |
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 | $90,929 | $73,404+23.9% | $87,104+4.4% | $67,579+34.6% |
| Participation rate | 99.7% | 80.9%+18.9pp | 76.9%+22.9pp | 71.3%+28.5pp |
| Annual return | 327.99% | 48.29%+279.7pp | 28.19%+299.8pp | 378.56%-50.6pp |
| Employer contribution / active EE | $3,550 | $2,014+76.3% | $2,521+40.8% | $2,148+65.3% |
| Participant deferral / active EE | $3,717 | $3,913-5.0% | $4,048-8.2% | $3,539+5.0% |
| Admin fee / account holder | $296 | $142+108.7% | $7,491-96.1% | $142+107.7% |