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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $247,096 |
NEPC, LLC3+ years Service code 16 · EIN 26-1429809 | Consulting | $76,930 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,830 |
BONADIO & CO., LLP3+ years Service code 10 · EIN 16-1131146 | Accounting | $18,150 |
HINMAN, HOWARD & KATTELL, LLP3+ years Service code 29 · EIN 15-0561878 | Legal | $10,854 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,467-100.0% | $93,759-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 81.0%-81.0pp | 81.2%-81.2pp |
| Annual return | -97.64% | -15.72%-81.9pp | -11.33%-86.3pp | 418.27%-515.9pp |
| Employer contribution / active EE | $0 | $4,345-100.0% | $4,324-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,980-100.0% | $6,096-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,258-100.0% | $7,197-100.0% | $11,429-100.0% |