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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $59,127 |
BAKER TILLY US, LLP1 year Filed as: BAKERTILLY Service code 10 · EIN 30-1413443 | Accounting | $15,959 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,685 |
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 | $74,299 | $103,024-27.9% | $112,040-33.7% | $79,634-6.7% |
| Participation rate | 97.2% | 80.6%+16.7pp | 76.5%+20.8pp | 62.5%+34.8pp |
| Annual return | 33.79% | 17.60%+16.2pp | 24.52%+9.3pp | 36.46%-2.7pp |
| Employer contribution / active EE | $4,745 | $3,015+57.4% | $2,954+60.6% | $2,529+87.6% |
| Participant deferral / active EE | $8,173 | $5,233+56.2% | $5,098+60.3% | $3,835+113.1% |
| Admin fee / account holder | $135 | $465-71.1% | $12,098-98.9% | $1,002-86.6% |