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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $115,746 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 49 · EIN 23-3044062 | Other Services | $24,978 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 28 · EIN 36-4001764 | Investment Management | $12,698 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH BROWN,PC Service code 10 · EIN 22-2027092 | Accounting | $12,480 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,688 | $89,436+8.1% | $164,813-41.3% | $77,643+24.5% |
| Participation rate | 98.9% | 78.6%+20.2pp | 78.6%+20.3pp | 70.6%+28.3pp |
| Annual return | 15.08% | 28.83%-13.7pp | 69.93%-54.8pp | 31.24%-16.2pp |
| Employer contribution / active EE | $875 | $2,569-65.9% | $4,341-79.8% | $2,726-67.9% |
| Participant deferral / active EE | $7,362 | $4,897+50.3% | $6,031+22.1% | $4,647+58.4% |
| Admin fee / account holder | $193 | $339-43.2% | $12,690-98.5% | $430-55.2% |