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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Service code 12 · EIN 04-2647786 | Investment management; Finders' fees ... | $374,933 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,648 |
PLANTE & MORAN, PLLC8+ years Service code 10 · EIN 38-1357951 | Accounting | $26,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER & HOSTELTER Service code 16 · EIN 34-0082025 | Consulting | $10,790 |
Service code 16 · EIN 53-0181291 | Consulting | $7,000 |
MERCER3 years Service code 16 · EIN 13-2834414 | Consulting | $6,856 |
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 | $67,772 | $52,346+29.5% | $143,801-52.9% | $78,104-13.2% |
| Participation rate | 92.9% | 72.7%+20.2pp | 80.3%+12.6pp | 74.5%+18.4pp |
| Annual return | -16.33% | -14.19%-2.1pp | -0.04%-16.3pp | 10.90%-27.2pp |
| Employer contribution / active EE | $1,465 | $2,131-31.2% | $4,952-70.4% | $3,128-53.2% |
| Participant deferral / active EE | $1,968 | $3,800-48.2% | $5,639-65.1% | $5,089-61.3% |
| Admin fee / account holder | $51 | $63-20.1% | $14,680-99.7% | $79-35.8% |