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| Provider | Service type | Compensation |
|---|---|---|
BLAND GARVEY, P.C.1 year Filed as: BLAND GARVEY, P.C Service code 16 · EIN 75-1854024 | Consulting | $19,525 |
Service code 16 · EIN 13-2638166 | Consulting | $15,257 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,559 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,497 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,396 | $75,388-43.8% | $123,552-65.7% | $55,725-23.9% |
| Participation rate | 95.6% | 75.7%+19.9pp | 82.3%+13.3pp | 70.9%+24.7pp |
| Annual return | 0.30% | 4.48%-4.2pp | 119.20%-118.9pp | 244.93%-244.6pp |
| Employer contribution / active EE | $4,426 | $3,063+44.5% | $4,628-4.4% | $2,078+113.0% |
| Participant deferral / active EE | $8,545 | $5,651+51.2% | $6,426+33.0% | $3,356+154.7% |
| Admin fee / account holder | $79 | $120-34.4% | $9,285-99.2% | $115-31.8% |