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| Provider | Service type | Compensation |
|---|---|---|
CLARK NUBER1 year Filed as: CLARKNUBER PS Service code 10 · EIN 91-1194016 | Accounting | $13,483 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,807 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$39,146 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $742,289 | $89,652+728.0% | $141,197+425.7% | $65,186+1038.7% |
| Participation rate | 95.1% | 74.7%+20.4pp | 82.5%+12.7pp | 70.2%+24.9pp |
| Annual return | 169.14% | 32.79%+136.3pp | 71.41%+97.7pp | 29.39%+139.8pp |
| Employer contribution / active EE | $24,992 | $3,065+715.5% | $4,736+427.7% | $2,177+1048.1% |
| Participant deferral / active EE | $11,924 | $5,691+109.5% | $6,710+77.7% | $3,514+239.3% |
| Admin fee / account holder | -$18 | $569-103.1% | $10,265-100.2% | $847-102.1% |