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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,500 |
FRAZIER & DEETER, LLC1+ years Service code 10 · EIN 58-1433845 | Accounting | $25,200 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,151 |
OGLETREE DEAKINS1+ years Filed as: OGLETREE, DEAKINS, NASH, Service code 29 · EIN 57-1044820 | Legal | $6,676 |
KRIEG DEVAULT LLP1+ years Service code 29 · EIN 35-1055087 | Legal | $6,003 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,994 | $54,281+34.5% | $60,547+20.6% | $59,188+23.3% |
| Participation rate | 83.2% | 66.8%+16.4pp | 68.0%+15.2pp | 69.4%+13.8pp |
| Annual return | -7.82% | 1.74%-9.6pp | 335.64%-343.5pp | 5.51%-13.3pp |
| Employer contribution / active EE | $1,700 | $2,031-16.3% | $2,419-29.7% | $2,098-19.0% |
| Participant deferral / active EE | $4,850 | $2,789+73.9% | $3,328+45.7% | $3,265+48.6% |
| Admin fee / account holder | $38 | $64-40.5% | $4,536-99.2% | $92-58.4% |