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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP10+ years Service code 10 · EIN 13-3891517 | Accounting | $140,013 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,994 |
ENTERPRISE BANK & TRUST8 years Filed as: FUTURE TECH ENTERPRISE INC Service code 49 · EIN 11-3350196 | Other Services | $29,077 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK AND TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $26,003 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,166 |
CHIPTON-ROSS2 years Filed as: CHIPTON-ROSS INC Service code 13 · EIN 39-1341435 | Contract Administrator | $5,377 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,418 | $88,890+96.2% | $102,423+70.3% | $77,643+124.6% |
| Participation rate | 95.2% | 80.9%+14.3pp | 76.5%+18.7pp | 70.6%+24.6pp |
| Annual return | 12.04% | 24.98%-12.9pp | 29.32%-17.3pp | 31.24%-19.2pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $102 | $235-56.6% | $9,451-98.9% | $430-76.3% |