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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP5 years Service code 10 · EIN 13-4008324 | Accounting | $76,510 |
Filed as: ALLIANT RETIREMENT SERVICES, LLC Service code 16 · EIN 33-0785439 | Consulting | $25,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,690 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $18,000 |
GROOM LAW GROUP4 years Service code 29 · EIN 52-1219029 | Legal | $14,046 |
TIAA1 year Service code 50 · EIN 13-1624203 | Direct Payment | $75 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,724 | $105,581-26.4% | $70,492+10.3% | $90,274-13.9% |
| Participation rate | 18.5% | 77.5%-59.0pp | 75.1%-56.5pp | 73.4%-54.8pp |
| Annual return | 21.57% | 14.78%+6.8pp | 109.16%-87.6pp | 53.97%-32.4pp |
| Employer contribution / active EE | $5,006 | $3,304+51.5% | $2,738+82.8% | $2,523+98.4% |
| Participant deferral / active EE | $6,890 | $3,813+80.7% | $3,711+85.7% | $4,231+62.9% |
| Admin fee / account holder | $0 | $68-100.0% | $3,848-100.0% | $114-100.0% |