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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 | $120,321-12.3% | $147,117-28.3% | $99,313+6.3% |
| Participation rate | 77.0% | 73.4%+3.6pp | 82.2%-5.2pp | 71.7%+5.3pp |
| Annual return | 16.34% | 28.95%-12.6pp | 420.54%-404.2pp | 17.67%-1.3pp |
| Employer contribution / active EE | $3,082 | $4,158-25.9% | $4,932-37.5% | $3,264-5.6% |
| Participant deferral / active EE | $11,136 | $8,044+38.4% | $8,065+38.1% | $5,346+108.3% |
| Admin fee / account holder | $56 | $150-62.8% | $12,993-99.6% | $109-48.7% |