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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP4 years Service code 10 · EIN 13-4008324 | Accounting | $39,000 |
GROOM LAW GROUP3 years Service code 29 · EIN 52-1219029 | Legal | $30,649 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,252 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $62,838 | $204,517-69.3% | $69,480-9.6% | $77,775-19.2% |
| Participation rate | 93.1% | 74.6%+18.5pp | 74.6%+18.5pp | 73.2%+19.9pp |
| Annual return | 24.39% | 22.10%+2.3pp | 28.99%-4.6pp | 32.58%-8.2pp |
| Employer contribution / active EE | $1,971 | $3,548-44.5% | $2,780-29.1% | $2,504-21.3% |
| Participant deferral / active EE | $6,052 | $3,478+74.0% | $3,537+71.1% | $3,966+52.6% |
| Admin fee / account holder | $0 | $101-100.0% | $3,840-100.0% | $100-100.0% |