| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $356,907 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,529 |
THOMPSON HINE5 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $40,556 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $17,652 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $47,479 | $110,258-56.9% | $102,460-53.7% | $200,096-76.3% |
| Participation rate | 95.7% | 86.3%+9.4pp | 76.5%+19.2pp | 72.0%+23.7pp |
| Annual return | 11.23% | 35.78%-24.6pp | 29.47%-18.2pp | 34.26%-23.0pp |
| Employer contribution / active EE | $3,087 | $3,605-14.4% | $3,025+2.0% | $3,038+1.6% |
| Participant deferral / active EE | $4,032 | $6,377-36.8% | $5,056-20.3% | $5,090-20.8% |
| Admin fee / account holder | $90 | $122-26.5% | $9,460-99.1% | $269-66.6% |