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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $151,401 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,317 |
SHERIDAN ROAD ADVISORS LLC1+ years Filed as: SHERIDAN ROAD ADVISORS, LLC Service code 16 · EIN 13-4284240 | Consulting | $19,500 |
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 | $35,845 | $127,481-71.9% | $149,730-76.1% | $90,274-60.3% |
| Participation rate | 78.7% | 78.2%+0.5pp | 82.5%-3.8pp | 73.4%+5.4pp |
| Annual return | 19.42% | 57.78%-38.4pp | 276.70%-257.3pp | 53.97%-34.6pp |
| Employer contribution / active EE | $1 | $3,448-100.0% | $4,645-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $3,214 | $6,975-53.9% | $6,843-53.0% | $4,231-24.0% |
| Admin fee / account holder | $58 | $152-62.0% | $9,310-99.4% | $114-49.5% |