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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $129,493 |
PRECEPT ADVISORY GROUP1+ years Service code 27 · EIN 56-1623293 | Advisory (Plan) | $112,520 |
TRONCONI SEGARRA & ASSOCIATES1+ years Service code 10 · EIN 04-3728817 | Accounting | $32,800 |
H.R. ADVISORS INC1+ years Service code 16 · EIN 03-0473395 | Consulting | $28,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$218,954 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,951 | $79,209+161.3% | $102,434+102.0% | $74,459+177.9% |
| Participation rate | 35.1% | 74.8%-39.6pp | 76.5%-41.4pp | 67.2%-32.1pp |
| Annual return | 16.99% | 54.98%-38.0pp | 29.46%-12.5pp | 1369.70%-1352.7pp |
| Employer contribution / active EE | $33,417 | $2,362+1314.5% | $3,023+1005.4% | $2,626+1172.6% |
| Participant deferral / active EE | $78,673 | $4,417+1681.0% | $5,055+1456.4% | $4,350+1708.7% |
| Admin fee / account holder | $22 | $2,002-98.9% | $9,462-99.8% | $1,945-98.9% |