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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,137 |
Filed as: SEQUOIA FINANCIAL ADVISORS LLC Service code 27 · EIN 34-1913859 | Advisory (Plan) | $40,000 |
SENSIBA SAN FILIPPO LLP1 year Filed as: SENSIBA LLP Service code 10 · EIN 94-2370906 | Accounting | $37,289 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$56,254 |
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 | $122,020 | $122,128-0.1% | $147,117-17.1% | $200,096-39.0% |
| Participation rate | 97.6% | 78.2%+19.5pp | 82.2%+15.4pp | 72.0%+25.6pp |
| Annual return | 25.69% | 30.58%-4.9pp | 420.54%-394.8pp | 34.26%-8.6pp |
| Employer contribution / active EE | $10,220 | $4,093+149.7% | $4,932+107.2% | $3,038+236.4% |
| Participant deferral / active EE | $24,106 | $8,484+184.1% | $8,065+198.9% | $5,090+373.6% |
| Admin fee / account holder | $39 | $180-78.1% | $12,993-99.7% | $269-85.4% |