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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $197,010 |
CAP FINANCIAL PARTNERS, LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $141,162 |
VERRILL DANA LLP1+ years Filed as: VERRILL DANA Service code 29 · EIN 01-0176171 | Legal | $42,685 |
BDO USA, LLP1+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $16,667 |
THE WAGNER LAW GROUP1+ years Service code 29 · EIN 04-3323315 | Legal | $188 |
FID INV INST OPS CO1+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$239,204 |
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 | $144,791 | $52,346+176.6% | $143,801+0.7% | $78,104+85.4% |
| Participation rate | 89.3% | 72.7%+16.6pp | 80.3%+9.0pp | 74.5%+14.8pp |
| Annual return | -15.86% | -14.19%-1.7pp | -0.04%-15.8pp | 10.90%-26.8pp |
| Employer contribution / active EE | $5,841 | $2,131+174.1% | $4,952+17.9% | $3,128+86.8% |
| Participant deferral / active EE | $6,431 | $3,800+69.2% | $5,639+14.1% | $5,089+26.4% |
| Admin fee / account holder | $48 | $63-24.4% | $14,680-99.7% | $79-39.3% |