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| Provider | Service type | Compensation |
|---|---|---|
RED DOOR WEALTH MANAGEMENT3 years Service code 27 · EIN 27-1903885 | Advisory (Plan) | $26,098 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,230 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,103 |
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 | $60,396 | $73,638-18.0% | $95,960-37.1% | $73,493-17.8% |
| Participation rate | 94.3% | 76.2%+18.1pp | 77.1%+17.2pp | 70.7%+23.6pp |
| Annual return | 15.19% | 16.78%-1.6pp | 91.63%-76.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $4,418 | $1,863+137.1% | $2,541+73.9% | $2,270+94.6% |
| Participant deferral / active EE | $3,824 | $3,617+5.7% | $4,167-8.2% | $3,740+2.3% |
| Admin fee / account holder | $246 | $482-48.9% | $6,797-96.4% | $513-52.0% |