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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $77,263 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,817 |
PENSION ASSURANCE LLP3 years Filed as: PENSION ASSURANCE Service code 10 · EIN 30-0840934 | Accounting | $15,000 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LL Service code 27 · EIN 92-1819393 | Advisory (Plan) | $5,400 |
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 | $147,348 | $53,204+176.9% | $155,556-5.3% | $200,096-26.4% |
| Participation rate | 86.1% | 64.1%+22.0pp | 78.2%+7.9pp | 72.0%+14.1pp |
| Annual return | 15.22% | 41.02%-25.8pp | 64.84%-49.6pp | 34.26%-19.0pp |
| Employer contribution / active EE | $2,223 | $1,850+20.2% | $4,675-52.4% | $3,038-26.8% |
| Participant deferral / active EE | $6,226 | $3,163+96.8% | $5,631+10.6% | $5,090+22.3% |
| Admin fee / account holder | $84 | $186-54.6% | $15,885-99.5% | $269-68.7% |