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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,118 |
BEACON RPC LLC2 years Service code 27 · EIN 88-2011584 | Advisory (Plan) | $11,163 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 20-1409613 | Advisory (Plan) | $6,573 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,951 |
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 | $66,989 | $106,230-36.9% | $147,080-54.5% | $77,736-13.8% |
| Participation rate | 75.6% | 78.4%-2.8pp | 82.2%-6.6pp | 70.6%+5.0pp |
| Annual return | 19.30% | 56.91%-37.6pp | 420.17%-400.9pp | 31.26%-12.0pp |
| Employer contribution / active EE | $3,490 | $4,072-14.3% | $4,933-29.3% | $2,728+27.9% |
| Participant deferral / active EE | $7,440 | $8,001-7.0% | $8,066-7.8% | $4,651+60.0% |
| Admin fee / account holder | $27 | $338-92.0% | $12,989-99.8% | $433-93.8% |