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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 | $122,128-25.4% | $147,117-38.0% | $200,096-54.4% |
| Participation rate | 83.7% | 78.2%+5.5pp | 82.2%+1.5pp | 72.0%+11.6pp |
| Annual return | 16.05% | 30.58%-14.5pp | 420.54%-404.5pp | 34.26%-18.2pp |
| Employer contribution / active EE | $3,844 | $4,093-6.1% | $4,932-22.1% | $3,038+26.5% |
| Participant deferral / active EE | $9,185 | $8,484+8.3% | $8,065+13.9% | $5,090+80.5% |
| Admin fee / account holder | $125 | $180-30.6% | $12,993-99.0% | $269-53.8% |