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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEABRIDGE WEALTH MANAGMENT Service code 55 · EIN 42-2514987 | Other Commissions | $44,774 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,150 | $37,196-67.3% | $154,108-92.1% | $55,725-78.2% |
| Participation rate | 81.1% | 64.1%+17.0pp | 83.0%-1.9pp | 70.9%+10.3pp |
| Annual return | -6.69% | 1319.68%-1326.4pp | 735.21%-741.9pp | 244.93%-251.6pp |
| Employer contribution / active EE | $643 | $1,614-60.1% | $5,298-87.9% | $2,078-69.0% |
| Participant deferral / active EE | $1,501 | $2,068-27.4% | $5,081-70.5% | $3,356-55.3% |
| Admin fee / account holder | $71 | $102-30.1% | $13,411-99.5% | $115-38.4% |