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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $377,109 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $304,616 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $132,750 |
RSM US LLP8 years Service code 10 · EIN 42-0714325 | Accounting | $21,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $105,543 | $119,626-11.8% | $147,096-28.2% | $99,269+6.3% |
| Participation rate | 77.0% | 73.4%+3.6pp | 82.2%-5.2pp | 71.7%+5.3pp |
| Annual return | 16.34% | 28.81%-12.5pp | 419.75%-403.4pp | 17.66%-1.3pp |
| Employer contribution / active EE | $3,082 | $4,152-25.8% | $4,936-37.6% | $3,265-5.6% |
| Participant deferral / active EE | $11,136 | $7,997+39.2% | $8,071+38.0% | $5,344+108.4% |
| Admin fee / account holder | $56 | $150-62.6% | $13,005-99.6% | $109-48.7% |