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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $94,659 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $90,234 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $33,478 |
KRUGGEL, LAWTON & COMPANY, LLC2+ years Service code 10 · EIN 35-1307701 | Accounting | $28,000 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,650 | $89,067+70.3% | $102,423+48.1% | $77,714+95.1% |
| Participation rate | 96.3% | 80.9%+15.4pp | 76.5%+19.8pp | 70.6%+25.7pp |
| Annual return | 14.60% | 25.01%-10.4pp | 29.42%-14.8pp | 31.26%-16.7pp |
| Employer contribution / active EE | $5,217 | $2,699+93.3% | $3,023+72.6% | $2,727+91.3% |
| Participant deferral / active EE | $9,427 | $5,147+83.2% | $5,054+86.5% | $4,649+102.8% |
| Admin fee / account holder | $209 | $236-11.2% | $9,455-97.8% | $433-51.7% |