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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC8 years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $42,220 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD, PC Service code 10 · EIN 58-1250486 | Accounting | $10,000 |
JMM CPA2 years Filed as: JMM CPA PC Service code 10 · EIN 47-2940358 | Accounting | $4,500 |
Filed as: LAW OFFICES OF ALLEN T STEINBERG Service code 29 · EIN 20-5657685 | Legal | $3,825 |
FASCORE, LLC3 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $255 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $0 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$48,978 |
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 | $140,883 | $101,539+38.7% | $147,041-4.2% | $74,400+89.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.73% | 8740.84%-8727.1pp | 419.21%-405.5pp | 1367.51%-1353.8pp |
| Employer contribution / active EE | $7,163 | $3,811+88.0% | $4,935+45.1% | $2,624+172.9% |
| Participant deferral / active EE | $8,189 | $7,304+12.1% | $8,071+1.5% | $4,348+88.3% |
| Admin fee / account holder | $16 | $1,749-99.1% | $13,006-99.9% | $1,944-99.2% |