| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $188,325 |
Service code 37 · EIN 04-2647786 | Loan Processing | $107,753 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $56,333 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $21,654 |
JACKSON LEWIS P.C.2 years Filed as: JACKSON LEWIS PC Service code 29 · EIN 46-3862389 | Legal | $9,683 |
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 | $202,092 | $122,128+65.5% | $147,117+37.4% | $200,096+1.0% |
| Participation rate | 95.1% | 78.2%+16.9pp | 82.2%+12.9pp | 72.0%+23.1pp |
| Annual return | 20.77% | 30.58%-9.8pp | 420.54%-399.8pp | 34.26%-13.5pp |
| Employer contribution / active EE | $3,378 | $4,093-17.5% | $4,932-31.5% | $3,038+11.2% |
| Participant deferral / active EE | $12,005 | $8,484+41.5% | $8,065+48.9% | $5,090+135.9% |
| Admin fee / account holder | $135 | $180-24.6% | $12,993-99.0% | $269-49.7% |