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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $820,451 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $269,457 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $60,737 |
PRICEWATERHOUSECOOPERS LLP8+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $41,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $54,768 | $90,195-39.3% | $125,363-56.3% | $89,394-38.7% |
| Participation rate | 85.1% | 72.4%+12.7pp | 82.4%+2.8pp | 71.3%+13.9pp |
| Annual return | -14.51% | -6.51%-8.0pp | 572.15%-586.7pp | -11.89%-2.6pp |
| Employer contribution / active EE | $2,066 | $3,043-32.1% | $4,815-57.1% | $3,022-31.6% |
| Participant deferral / active EE | $4,756 | $7,170-33.7% | $7,447-36.1% | $5,123-7.2% |
| Admin fee / account holder | $86 | $69+24.2% | $10,005-99.1% | $79+8.5% |