| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $322,476 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $189,991 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING LLC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $51,875 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,957 | $45,382+87.2% | $154,110-44.9% | $75,289+12.8% |
| Participation rate | 97.4% | 65.9%+31.5pp | 83.0%+14.4pp | 72.4%+25.0pp |
| Annual return | -4.65% | -0.47%-4.2pp | 735.22%-739.9pp | -0.04%-4.6pp |
| Employer contribution / active EE | $4,020 | $1,533+162.3% | $5,298-24.1% | $2,405+67.2% |
| Participant deferral / active EE | $6,050 | $2,384+153.8% | $5,081+19.1% | $3,739+61.8% |
| Admin fee / account holder | $96 | $89+7.1% | $13,412-99.3% | $102-6.5% |