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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Service code 12 · EIN 04-2647786 | Participant communication; Participan... | $382,101 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,482 |
PLANTE & MORAN, PLLC7+ years Service code 10 · EIN 38-1357951 | Accounting | $26,500 |
MERCER2 years Service code 16 · EIN 13-2834414 | Consulting | $12,196 |
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 | $80,982 | $69,238+17.0% | $185,854-56.4% | $101,555-20.3% |
| Participation rate | 93.7% | 73.5%+20.1pp | 81.7%+12.0pp | 74.5%+19.1pp |
| Annual return | 13.99% | 21.26%-7.3pp | 122.12%-108.1pp | 21.00%-7.0pp |
| Employer contribution / active EE | $692 | $2,104-67.1% | $5,169-86.6% | $2,972-76.7% |
| Participant deferral / active EE | $2,097 | $3,764-44.3% | $5,569-62.3% | $4,874-57.0% |
| Admin fee / account holder | $46 | $66-30.8% | $16,246-99.7% | $139-67.1% |