| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $990,596 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $354,306 |
MERCER1+ years Filed as: MERCER INVESTMENT MANAGEMENT, INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $124,955 |
THE BENEFIT PRACTICE1+ years Service code 16 · EIN 13-4144565 | Consulting | $113,661 |
CAUSEY DEMGEN & MOORE PC1+ years Filed as: CAUSEY DEMGEN & MOORE, P.C. Service code 10 · EIN 84-1158905 | Accounting | $36,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,404 | $68,330+85.0% | $149,740-15.6% | $96,393+31.1% |
| Participation rate | 82.2% | 74.6%+7.6pp | 78.8%+3.4pp | 71.3%+11.0pp |
| Annual return | 12.84% | 29.64%-16.8pp | 134.51%-121.7pp | 22.88%-10.0pp |
| Employer contribution / active EE | $3,074 | $2,139+43.7% | $4,821-36.2% | $3,239-5.1% |
| Participant deferral / active EE | $12,333 | $4,422+178.9% | $5,683+117.0% | $5,455+126.1% |
| Admin fee / account holder | $83 | $52+59.8% | $13,222-99.4% | $74+12.5% |