| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $644,585 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $141,695 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $48,750 |
Form 5500 reported that benefits due were not provided when due.
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 | $56,453 | $128,169-56.0% | $147,117-61.6% | $106,553-47.0% |
| Participation rate | 90.8% | 67.3%+23.5pp | 82.2%+8.6pp | 69.8%+21.0pp |
| Annual return | 16.82% | 17.88%-1.1pp | 420.54%-403.7pp | 17.37%-0.5pp |
| Employer contribution / active EE | $1,834 | $3,374-45.6% | $4,932-62.8% | $3,359-45.4% |
| Participant deferral / active EE | $6,619 | $7,665-13.6% | $8,065-17.9% | $5,562+19.0% |
| Admin fee / account holder | $71 | $88-19.5% | $12,993-99.5% | $80-11.1% |