| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,056,821 |
VERUS4 years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $125,000 |
HOLLAND & KNIGHT4 years Service code 29 · EIN 59-0663819 | Legal | $22,943 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$133,244 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $127,790-100.0% | $106,554-100.0% | $167,560-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 76.1%-76.1pp | 82.1%-82.1pp |
| Annual return | -88.47% | 33.88%-122.3pp | 26.80%-115.3pp | 478.94%-567.4pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $11,231-100.0% | $7,408-100.0% | $12,317-100.0% |