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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,348 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,914 |
FRAZIER & DEETER, LLC4+ years Service code 10 · EIN 58-1433845 | Accounting | $17,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $74,652 | $57,606+29.6% | $67,313+10.9% | $75,289-0.8% |
| Participation rate | 95.0% | 68.2%+26.8pp | 69.1%+25.9pp | 72.4%+22.6pp |
| Annual return | -8.05% | -0.47%-7.6pp | -4.08%-4.0pp | -0.04%-8.0pp |
| Employer contribution / active EE | $3,957 | $2,206+79.3% | $2,566+54.2% | $2,405+64.5% |
| Participant deferral / active EE | $7,054 | $3,195+120.8% | $3,568+97.7% | $3,739+88.7% |
| Admin fee / account holder | $54 | $83-35.1% | $4,507-98.8% | $102-47.5% |