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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 | $101,672+38.6% | $147,117-4.2% | $74,478+89.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.73% | 8757.83%-8744.1pp | 420.54%-406.8pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $7,163 | $3,813+87.8% | $4,932+45.2% | $2,626+172.7% |
| Participant deferral / active EE | $8,189 | $7,305+12.1% | $8,065+1.5% | $4,350+88.3% |
| Admin fee / account holder | $16 | $1,753-99.1% | $12,993-99.9% | $1,946-99.2% |