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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,184 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 16 · EIN 36-4291971 | Consulting | $30,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,772 |
LANCE SOLL & LUNGHARD LLP4 years Filed as: LANCE SOLL & LUNGHARD, LLP Service code 10 · EIN 95-2700123 | Accounting | $15,500 |
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 | $44,674 | $241,850-81.5% | $102,412-56.4% | $199,960-77.7% |
| Participation rate | 72.1% | 78.3%-6.2pp | 74.5%-2.4pp | 72.0%+0.1pp |
| Annual return | 20.06% | 17.67%+2.4pp | 24.94%-4.9pp | 34.28%-14.2pp |
| Employer contribution / active EE | $1,080 | $4,253-74.6% | $3,870-72.1% | $3,036-64.4% |
| Participant deferral / active EE | $3,212 | $3,961-18.9% | $5,060-36.5% | $5,087-36.9% |
| Admin fee / account holder | $150 | $288-48.1% | $8,388-98.2% | $269-44.5% |