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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Service code 12 · EIN 04-2647786 | Recordkeeping and information managem... | $350,694 |
PLANTE & MORAN, PLLC6+ years Service code 10 · EIN 38-1357951 | Accounting | $26,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,685 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $10,435 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,991 | $63,259+18.5% | $178,510-58.0% | $93,223-19.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.9%+18.1pp | 74.9%+25.1pp |
| Annual return | 15.21% | 19.93%-4.7pp | 151.13%-135.9pp | 19.29%-4.1pp |
| Employer contribution / active EE | $1,366 | $1,865-26.7% | $5,011-72.7% | $2,680-49.0% |
| Participant deferral / active EE | $1,959 | $3,372-41.9% | $5,202-62.4% | $4,563-57.1% |
| Admin fee / account holder | $38 | $58-34.3% | $13,988-99.7% | $79-51.9% |