| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $353,009 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,542 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 · EIN 26-0058143 | Consulting | $47,037 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $24,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,562 | $108,617+11.0% | $108,421+11.2% | $93,010+29.6% |
| Participation rate | 93.5% | 83.1%+10.3pp | 80.1%+13.3pp | 73.9%+19.6pp |
| Annual return | 14.35% | 21.63%-7.3pp | 905.61%-891.3pp | 158.70%-144.4pp |
| Employer contribution / active EE | $2,844 | $3,249-12.5% | $3,560-20.1% | $2,705+5.1% |
| Participant deferral / active EE | $8,091 | $7,885+2.6% | $6,564+23.3% | $4,561+77.4% |
| Admin fee / account holder | $97 | $94+3.3% | $7,298-98.7% | $152-36.3% |