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| Provider | Service type | Compensation |
|---|---|---|
SEQUOIA FINANCIAL ADVISORS4 years Service code 27 · EIN 34-1913859 | Advisory (Plan) | $74,413 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,564 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $807,191 | $66,319+1117.1% | $93,621+762.2% | $65,185+1138.3% |
| Participation rate | 92.4% | 74.0%+18.3pp | 75.8%+16.5pp | 70.2%+22.2pp |
| Annual return | 2006.84% | 42.59%+1964.3pp | 32.76%+1974.1pp | 29.38%+1977.5pp |
| Employer contribution / active EE | $823 | $2,013-59.1% | $2,719-69.7% | $2,177-62.2% |
| Participant deferral / active EE | $2,605 | $3,343-22.1% | $4,070-36.0% | $3,514-25.9% |
| Admin fee / account holder | $562 | $6,900-91.9% | $7,890-92.9% | $847-33.7% |