| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5 years Service code 37 · EIN 04-2647786 | Loan Processing | $186,820 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $11,950 |
Filed as: RAYMOND JAMES FIN SERVICES Service code 16 · EIN 59-2937883 | Consulting | $4,200 |
Filed as: VALIC Service code 28 · EIN 74-1625348 | Investment Management | $0 |
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 | $116,165 | $50,169+131.5% | $149,740-22.4% | $80,187+44.9% |
| Participation rate | 96.3% | 64.3%+32.0pp | 78.8%+17.5pp | 72.9%+23.4pp |
| Annual return | 18.74% | 29.82%-11.1pp | 134.51%-115.8pp | 40.40%-21.7pp |
| Employer contribution / active EE | $0 | $1,869-100.0% | $4,821-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $12,003 | $3,194+275.8% | $5,683+111.2% | $5,016+139.3% |
| Admin fee / account holder | $84 | $153-45.2% | $13,222-99.4% | $145-42.3% |