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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $189,601 |
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 · EIN 26-4789150 | Consulting | $40,000 |
Filed as: MCDERMOTT, WILL AND EMERY Service code 29 · EIN 36-1453176 | Legal | $38,951 |
CROWE LLP2 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $28,350 |
Filed as: KESTRA ADVISOR SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $19,250 |
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 | $89,826 | $88,730+1.2% | $82,312+9.1% | $77,958+15.2% |
| Participation rate | 94.3% | 84.5%+9.7pp | 76.9%+17.4pp | 71.6%+22.6pp |
| Annual return | 17.55% | 20.88%-3.3pp | 25.88%-8.3pp | 20.87%-3.3pp |
| Employer contribution / active EE | $3,057 | $2,758+10.8% | $2,428+25.9% | $2,310+32.3% |
| Participant deferral / active EE | $4,912 | $4,634+6.0% | $3,706+32.5% | $3,537+38.9% |
| Admin fee / account holder | $91 | $74+23.2% | $5,608-98.4% | $97-6.4% |