| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $337,455 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $113,887 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 16 · EIN 61-0736136 | Consulting | $64,985 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $27,695 |
PERKINS COIE, LLP1+ years Filed as: PERKINS COIE LLP Service code 16 · EIN 91-0591206 | Consulting | $23,529 |
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 | $50,250 | $30,633+64.0% | $67,704-25.8% | $67,505-25.6% |
| Participation rate | 93.1% | 35.6%+57.6pp | 67.5%+25.6pp | 71.2%+21.9pp |
| Annual return | 2.87% | 9.81%-6.9pp | 25.41%-22.5pp | 6.52%-3.7pp |
| Employer contribution / active EE | $2,088 | $771+170.9% | $2,559-18.4% | $2,173-3.9% |
| Participant deferral / active EE | $6,559 | $1,242+428.2% | $3,585+83.0% | $3,597+82.4% |
| Admin fee / account holder | $66 | $71-6.9% | $4,255-98.4% | $56+17.8% |