| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $374,859 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $332,337 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $52,891 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $32,009 |
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 | $61,001 | $29,988+103.4% | $81,473-25.1% | $80,976-24.7% |
| Participation rate | 94.6% | 32.0%+62.6pp | 68.0%+26.7pp | 68.3%+26.4pp |
| Annual return | 39.64% | 51.73%-12.1pp | 38.78%+0.9pp | 22.91%+16.7pp |
| Employer contribution / active EE | $2,389 | $470+408.7% | $2,568-7.0% | $2,402-0.5% |
| Participant deferral / active EE | $7,254 | $1,209+500.1% | $3,537+105.1% | $3,848+88.5% |
| Admin fee / account holder | $61 | $63-2.6% | $4,561-98.7% | $67-9.3% |