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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $72,622 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $59,583 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,795 |
SENSIBA SAN FILIPPO LLP1 year Filed as: SENSIBA LLP Service code 10 · EIN 94-2370906 | Accounting | $14,750 |
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 | $130,443 | $155,364-16.0% | $103,486+26.0% | $77,736+67.8% |
| Participation rate | 96.3% | 85.5%+10.8pp | 80.5%+15.8pp | 70.6%+25.7pp |
| Annual return | 19.18% | 19.01%+0.2pp | 23.93%-4.8pp | 31.26%-12.1pp |
| Employer contribution / active EE | $5,925 | $5,949-0.4% | $4,679+26.6% | $2,728+117.2% |
| Participant deferral / active EE | $13,266 | $8,482+56.4% | $6,628+100.1% | $4,651+185.2% |
| Admin fee / account holder | $151 | $503-70.0% | $9,354-98.4% | $433-65.2% |