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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $457,337 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $356,554 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $93,750 |
RSM US LLP7 years Service code 10 · EIN 42-0714325 | Accounting | $61,206 |
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 | $87,517 | $106,994-18.2% | $135,998-35.6% | $96,393-9.2% |
| Participation rate | 75.1% | 72.5%+2.6pp | 81.9%-6.8pp | 71.3%+3.8pp |
| Annual return | 22.29% | 26.64%-4.4pp | 68.37%-46.1pp | 22.88%-0.6pp |
| Employer contribution / active EE | $2,908 | $3,391-14.2% | $4,860-40.1% | $3,239-10.2% |
| Participant deferral / active EE | $9,202 | $7,968+15.5% | $7,761+18.6% | $5,455+68.7% |
| Admin fee / account holder | $60 | $79-24.3% | $10,769-99.4% | $74-19.0% |