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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 92-1819393 | Advisory (Plan) | $72,658 |
Service code 37 · EIN 04-2647786 | Loan Processing | $63,786 |
FORVIS, LLP2 years Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $12,600 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,848 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,405 | $140,800-74.1% | $89,340-59.3% | $79,634-54.3% |
| Participation rate | 90.9% | 61.9%+28.9pp | 69.6%+21.3pp | 62.5%+28.4pp |
| Annual return | 84.48% | 17.84%+66.6pp | 20.57%+63.9pp | 36.46%+48.0pp |
| Employer contribution / active EE | $1,674 | $2,021-17.1% | $2,231-25.0% | $2,529-33.8% |
| Participant deferral / active EE | $3,693 | $3,219+14.7% | $3,823-3.4% | $3,835-3.7% |
| Admin fee / account holder | $208 | $1,610-87.1% | $6,704-96.9% | $1,002-79.2% |