| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $615,345 |
Service code 37 · EIN 04-2647786 | Loan Processing | $586,001 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $42,500 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISOR LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $37,368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,898 | $128,169-61.1% | $147,117-66.1% | $106,553-53.2% |
| Participation rate | 66.2% | 67.3%-1.1pp | 82.2%-16.0pp | 69.8%-3.6pp |
| Annual return | 33.19% | 17.88%+15.3pp | 420.54%-387.4pp | 17.37%+15.8pp |
| Employer contribution / active EE | $1,567 | $3,374-53.5% | $4,932-68.2% | $3,359-53.3% |
| Participant deferral / active EE | $3,656 | $7,665-52.3% | $8,065-54.7% | $5,562-34.3% |
| Admin fee / account holder | $95 | $88+7.8% | $12,993-99.3% | $80+19.2% |