| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $373,465 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $215,217 |
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING LLC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $16,875 |
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 | $104,795 | $47,456+120.8% | $172,757-39.3% | $77,775+34.7% |
| Participation rate | 96.8% | 66.3%+30.6pp | 82.6%+14.2pp | 73.2%+23.6pp |
| Annual return | 21.12% | 35.57%-14.4pp | 803.06%-781.9pp | 32.58%-11.5pp |
| Employer contribution / active EE | $4,257 | $1,574+170.4% | $5,144-17.2% | $2,504+70.0% |
| Participant deferral / active EE | $6,623 | $2,560+158.8% | $5,198+27.4% | $3,966+67.0% |
| Admin fee / account holder | $104 | $81+28.3% | $13,956-99.3% | $100+3.7% |