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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $71,523 |
Service code 27 · EIN 34-1753575 | Advisory (Plan) | $64,509 |
ERNST & YOUNG LLP4 years Service code 10 · EIN 34-6565596 | Accounting | $60,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,100 |
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 | $77,918 | $72,303+7.8% | $86,698-10.1% | $64,819+20.2% |
| Participation rate | 99.8% | 80.4%+19.4pp | 76.6%+23.2pp | 71.5%+28.3pp |
| Annual return | -15.90% | 392.77%-408.7pp | 35.95%-51.8pp | 32.84%-48.7pp |
| Employer contribution / active EE | $3,860 | $2,393+61.3% | $2,837+36.1% | $2,507+54.0% |
| Participant deferral / active EE | $5,117 | $4,660+9.8% | $4,656+9.9% | $4,311+18.7% |
| Admin fee / account holder | $193 | $174+10.7% | $7,493-97.4% | $188+2.5% |