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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $171,548 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $96,608 |
WISS & COMPANY, LLP1 year Filed as: WISS Service code 49 · EIN 22-1732349 | Other Services | $38,000 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,488 |
Service code 16 · EIN 22-3510118 | Consulting | $5,900 |
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 | $154,185 | $110,258+39.8% | $102,460+50.5% | $200,096-22.9% |
| Participation rate | 95.0% | 86.3%+8.7pp | 76.5%+18.5pp | 72.0%+23.0pp |
| Annual return | 12.90% | 35.78%-22.9pp | 29.47%-16.6pp | 34.26%-21.4pp |
| Employer contribution / active EE | $5,431 | $3,605+50.7% | $3,025+79.5% | $3,038+78.8% |
| Participant deferral / active EE | $8,175 | $6,377+28.2% | $5,056+61.7% | $5,090+60.6% |
| Admin fee / account holder | $174 | $122+42.6% | $9,460-98.2% | $269-35.2% |