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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $584,685 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $309,259 |
MERCER2+ years Filed as: MERCER INVESTMENT MANAGEMENT, INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $128,079 |
CAUSEY DEMGEN & MOORE PC2+ years Filed as: CAUSEY DEMGEN & MOORE, P.C. Service code 10 · EIN 84-1158905 | Accounting | $18,900 |
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 | $163,363 | $73,283+122.9% | $155,534+5.0% | $106,553+53.3% |
| Participation rate | 85.1% | 73.3%+11.8pp | 78.2%+6.9pp | 69.8%+15.3pp |
| Annual return | 16.49% | 15.76%+0.7pp | 64.92%-48.4pp | 17.37%-0.9pp |
| Employer contribution / active EE | $3,723 | $2,241+66.1% | $4,675-20.4% | $3,359+10.8% |
| Participant deferral / active EE | $13,898 | $4,567+204.3% | $5,630+146.8% | $5,562+149.8% |
| Admin fee / account holder | $52 | $56-6.7% | $15,900-99.7% | $80-34.5% |