| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $614,882 |
Service code 37 · EIN 04-2647786 | Loan Processing | $442,665 |
MERCER1 year Service code 16 · EIN 30-0282430 | Consulting | $126,243 |
MOSS ADAMS LLP9+ years Service code 10 · EIN 91-0189318 | Accounting | $48,300 |
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 | $109,184 | $36,489+199.2% | $80,669+35.3% | $103,657+5.3% |
| Participation rate | 96.4% | 39.1%+57.3pp | 67.0%+29.4pp | 73.4%+23.0pp |
| Annual return | 23.52% | 64.53%-41.0pp | 937.61%-914.1pp | 33.13%-9.6pp |
| Employer contribution / active EE | $3,970 | $1,018+290.0% | $2,724+45.8% | $3,216+23.5% |
| Participant deferral / active EE | $13,195 | $2,389+452.2% | $4,444+196.9% | $5,218+152.9% |
| Admin fee / account holder | $90 | $479-81.3% | $5,384-98.3% | $114-21.5% |