| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6 years Service code 37 · EIN 04-2647786 | Loan Processing | $158,355 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LLC Service code 16 · EIN 92-1819393 | Consulting | $29,400 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $12,550 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 28 · EIN 74-1625348 | Investment Management | $9,004 |
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 | $125,655 | $53,204+136.2% | $155,556-19.2% | $200,096-37.2% |
| Participation rate | 95.9% | 64.1%+31.8pp | 78.2%+17.7pp | 72.0%+23.9pp |
| Annual return | 14.76% | 41.02%-26.3pp | 64.84%-50.1pp | 34.26%-19.5pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $12,592 | $3,163+298.0% | $5,631+123.6% | $5,090+147.4% |
| Admin fee / account holder | $80 | $186-56.8% | $15,885-99.5% | $269-70.2% |