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| Provider | Service type | Compensation |
|---|---|---|
VEDDER PRICE1 year Filed as: VEDDERPRICE Service code 27 · EIN 36-3254526 | Advisory (Plan) | $56,739 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,200 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $23,142 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $11,025 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$253,314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $103,691 | $2,687,218-96.1% | $164,975-37.1% | $199,921-48.1% |
| Participation rate | 67.9% | 78.3%-10.4pp | 78.6%-10.7pp | 72.0%-4.1pp |
| Annual return | 69.51% | 17.94%+51.6pp | 70.12%-0.6pp | 34.28%+35.2pp |
| Employer contribution / active EE | $1,285 | $2,958-56.6% | $4,343-70.4% | $3,035-57.7% |
| Participant deferral / active EE | $3,652 | $5,002-27.0% | $6,033-39.5% | $5,089-28.2% |
| Admin fee / account holder | -$39 | $1,988-101.9% | $12,688-100.3% | $269-114.3% |