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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $65,000 |
CLARK NUBER1 year Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $54,751 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,063 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,026 |
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 | $444,157 | $100,801+340.6% | $149,745+196.6% | $73,412+505.0% |
| Participation rate | 94.0% | 77.7%+16.3pp | 82.5%+11.5pp | 72.2%+21.9pp |
| Annual return | 15.52% | 265.34%-249.8pp | 276.72%-261.2pp | 59.30%-43.8pp |
| Employer contribution / active EE | $7,697 | $3,312+132.4% | $4,646+65.7% | $2,234+244.6% |
| Participant deferral / active EE | $12,723 | $6,404+98.7% | $6,843+85.9% | $3,806+234.3% |
| Admin fee / account holder | $289 | $181+59.7% | $9,312-96.9% | $158+82.9% |