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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $913,877 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $142,235 |
MARCUM LLP2+ years Service code 10 · EIN 11-1986323 | Accounting | $65,920 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $35,055 |
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 | $53,469 | $57,458-6.9% | $95,763-44.2% | $96,393-44.5% |
| Participation rate | 95.1% | 47.9%+47.2pp | 72.3%+22.8pp | 71.3%+23.8pp |
| Annual return | 18.74% | 17.80%+0.9pp | 28.43%-9.7pp | 22.88%-4.1pp |
| Employer contribution / active EE | $1,051 | $1,155-9.0% | $2,836-62.9% | $3,239-67.5% |
| Participant deferral / active EE | $3,595 | $2,443+47.2% | $4,244-15.3% | $5,455-34.1% |
| Admin fee / account holder | $49 | $61-19.0% | $5,669-99.1% | $74-33.6% |