| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $285,951 |
CLEARVIEW GROUP1+ years Service code 27 · EIN 27-2579538 | Advisory (Plan) | $82,220 |
Service code 37 · EIN 04-2647786 | Loan Processing | $73,661 |
FINDLEY1+ years Filed as: FINDLEY DAVIES Service code 15 · EIN 34-1213174 | Recordkeeping | $13,844 |
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 | $110,460 | $82,422+34.0% | $67,652+63.3% | $67,505+63.6% |
| Participation rate | 94.3% | 84.2%+10.1pp | 75.7%+18.6pp | 71.2%+23.1pp |
| Annual return | -0.16% | 12.72%-12.9pp | 6625.40%-6625.6pp | 6.52%-6.7pp |
| Employer contribution / active EE | $5,211 | $2,879+81.0% | $2,266+130.0% | $2,173+139.8% |
| Participant deferral / active EE | $6,357 | $5,020+26.6% | $3,560+78.6% | $3,597+76.8% |
| Admin fee / account holder | $75 | $53+40.3% | $4,821-98.5% | $56+32.9% |