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| Provider | Service type | Compensation |
|---|---|---|
BFSG LLC2 years Filed as: FOCUS OPERATING, LLC Service code 27 · EIN 20-8161914 | Advisory (Plan) | $89,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $77,324 |
FARBER HASS HURLEY LLP6 years Service code 10 · EIN 20-4207759 | Accounting | $26,155 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,263 |
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 | $165,608 | $44,898+268.9% | $85,126+94.5% | $199,921-17.2% |
| Participation rate | 74.5% | 45.7%+28.8pp | 67.5%+7.0pp | 72.0%+2.5pp |
| Annual return | 15.20% | 20.98%-5.8pp | 66.63%-51.4pp | 34.28%-19.1pp |
| Employer contribution / active EE | $3,256 | $1,367+138.1% | $2,731+19.2% | $3,035+7.3% |
| Participant deferral / active EE | $13,146 | $2,670+392.4% | $4,523+190.6% | $5,089+158.3% |
| Admin fee / account holder | $72 | $585-87.7% | $6,160-98.8% | $269-73.2% |