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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $48,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,293 |
CROWE LLP1 year Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $19,688 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,867 |
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 | $63,569 | $89,808-29.2% | $100,383-36.7% | $77,671-18.2% |
| Participation rate | 86.4% | 81.2%+5.2pp | 81.5%+4.9pp | 70.6%+15.9pp |
| Annual return | 16.90% | 20.62%-3.7pp | 49.26%-32.4pp | 31.21%-14.3pp |
| Employer contribution / active EE | $3,967 | $3,039+30.5% | $3,944+0.6% | $2,726+45.5% |
| Participant deferral / active EE | $12,206 | $8,284+47.3% | $8,086+51.0% | $4,648+162.6% |
| Admin fee / account holder | $176 | $174+0.7% | $7,900-97.8% | $430-59.2% |