| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,357,441 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $392,153 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $144,986 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN SMITH WALLACE Service code 10 · EIN 43-1001367 | Accounting | $18,990 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,763 | $86,496-41.3% | $80,977-37.3% | $329,111-84.6% |
| Participation rate | 72.3% | 80.0%-7.7pp | 75.8%-3.5pp | 67.9%+4.4pp |
| Annual return | 484.16% | 20.13%+464.0pp | 17.11%+467.1pp | 16.35%+467.8pp |
| Employer contribution / active EE | $581 | $2,395-75.7% | $3,715-84.4% | $2,303-74.8% |
| Participant deferral / active EE | $1,074 | $5,350-79.9% | $5,696-81.1% | $3,682-70.8% |
| Admin fee / account holder | $31 | $69-55.2% | $5,517-99.4% | $754-95.9% |