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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $79,147 |
Service code 16 · EIN 53-0181291 | Consulting | $28,407 |
Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 16 · EIN 52-1868818 | Consulting | $20,000 |
SINGERLEWAK LLP2+ years Filed as: SINGER LEWAK Service code 10 · EIN 95-2302617 | Accounting | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$136,843 |
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 | $101,417 | $144,879-30.0% | $111,319-8.9% | $93,010+9.0% |
| Participation rate | 86.9% | 86.1%+0.7pp | 77.3%+9.5pp | 73.9%+13.0pp |
| Annual return | 21.47% | 18.11%+3.4pp | 54.68%-33.2pp | 158.70%-137.2pp |
| Employer contribution / active EE | $3,439 | $3,052+12.7% | $2,732+25.9% | $2,705+27.1% |
| Participant deferral / active EE | $5,160 | $5,576-7.5% | $4,488+15.0% | $4,561+13.1% |
| Admin fee / account holder | $1 | $104-98.8% | $7,966-100.0% | $152-99.2% |