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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $98,482 |
Service code 37 · EIN 04-2647786 | Loan Processing | $93,899 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $46,274 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ MHM, LLC Service code 10 · EIN 34-1846498 | Accounting | $15,600 |
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 | $176,235 | $122,219+44.2% | $147,096+19.8% | $199,921-11.8% |
| Participation rate | 97.8% | 78.3%+19.5pp | 82.2%+15.6pp | 72.0%+25.8pp |
| Annual return | 16.33% | 30.59%-14.3pp | 419.75%-403.4pp | 34.28%-18.0pp |
| Employer contribution / active EE | $6,442 | $4,096+57.3% | $4,936+30.5% | $3,035+112.2% |
| Participant deferral / active EE | $12,328 | $8,503+45.0% | $8,071+52.7% | $5,089+142.3% |
| Admin fee / account holder | $105 | $179-41.7% | $13,005-99.2% | $269-61.2% |