| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $892,914 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $93,765 |
PLANTE & MORAN, PLLC8 years Service code 10 · EIN 38-1357951 | Accounting | $19,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,676 | $50,169+7.0% | $149,740-64.2% | $80,187-33.1% |
| Participation rate | 70.6% | 64.3%+6.3pp | 78.8%-8.2pp | 72.9%-2.4pp |
| Annual return | 14.50% | 29.82%-15.3pp | 134.51%-120.0pp | 40.40%-25.9pp |
| Employer contribution / active EE | $916 | $1,869-51.0% | $4,821-81.0% | $2,980-69.3% |
| Participant deferral / active EE | $15,562 | $3,194+387.2% | $5,683+173.8% | $5,016+210.2% |
| Admin fee / account holder | $72 | $153-52.9% | $13,222-99.5% | $145-50.4% |