| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $184,579 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $93,943 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $90,000 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $29,400 |
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 | $113,110 | $103,918+8.8% | $94,677+19.5% | $80,187+41.1% |
| Participation rate | 95.0% | 85.8%+9.1pp | 80.8%+14.1pp | 72.9%+22.0pp |
| Annual return | 19.15% | 27.77%-8.6pp | 156.95%-137.8pp | 40.40%-21.2pp |
| Employer contribution / active EE | $3,420 | $3,539-3.4% | $3,673-6.9% | $2,980+14.8% |
| Participant deferral / active EE | $9,119 | $9,528-4.3% | $7,418+22.9% | $5,016+81.8% |
| Admin fee / account holder | $76 | $96-21.6% | $7,222-99.0% | $145-47.9% |