| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $433,239 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $163,742 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $67,135 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $35,000 |
PERKINS COIE, LLP2+ years Filed as: PERKINS COIE LLP Service code 29 · EIN 91-0591206 | Legal | $13,001 |
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 | $52,554 | $31,994+64.3% | $74,577-29.5% | $65,292-19.5% |
| Participation rate | 93.7% | 38.6%+55.1pp | 68.1%+25.6pp | 72.4%+21.3pp |
| Annual return | 9.92% | 18.54%-8.6pp | 20.47%-10.5pp | 11.84%-1.9pp |
| Employer contribution / active EE | $2,478 | $793+212.3% | $2,525-1.9% | $2,302+7.6% |
| Participant deferral / active EE | $7,533 | $1,345+460.0% | $3,458+117.8% | $3,579+110.5% |
| Admin fee / account holder | $72 | $74-3.2% | $4,138-98.3% | $57+25.1% |