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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $199,512 |
SMITH THORNTON ADVISORS LLC4 years Service code 27 · EIN 45-3064370 | Advisory (Plan) | $181,039 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $89,986 |
CARON & BLETZER, PLLC1 year Filed as: CARON AND BLETZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $7,448 |
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 | $91,168 | $122,219-25.4% | $147,096-38.0% | $199,921-54.4% |
| Participation rate | 83.7% | 78.3%+5.4pp | 82.2%+1.5pp | 72.0%+11.6pp |
| Annual return | 16.05% | 30.59%-14.5pp | 419.75%-403.7pp | 34.28%-18.2pp |
| Employer contribution / active EE | $3,844 | $4,096-6.2% | $4,936-22.1% | $3,035+26.6% |
| Participant deferral / active EE | $9,185 | $8,503+8.0% | $8,071+13.8% | $5,089+80.5% |
| Admin fee / account holder | $125 | $179-30.5% | $13,005-99.0% | $269-53.7% |