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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $101,596 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $76,491 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $74,537 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ MHM, LLC Service code 10 · EIN 34-1846498 | Accounting | $16,900 |
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 | $157,289 | $107,415+46.4% | $135,998+15.7% | $80,187+96.2% |
| Participation rate | 97.2% | 78.0%+19.2pp | 81.9%+15.3pp | 72.9%+24.2pp |
| Annual return | 36.14% | 91.99%-55.9pp | 68.37%-32.2pp | 40.40%-4.3pp |
| Employer contribution / active EE | $6,345 | $3,878+63.6% | $4,860+30.6% | $2,980+112.9% |
| Participant deferral / active EE | $11,842 | $8,189+44.6% | $7,761+52.6% | $5,016+136.1% |
| Admin fee / account holder | $109 | $127-14.2% | $10,769-99.0% | $145-24.9% |