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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,814 |
BERRY DUNN1 year Service code 10 · EIN 01-0523282 | Accounting | $8,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,963 | $58,655+147.1% | $91,994+57.6% | $65,186+122.4% |
| Participation rate | 65.1% | 75.3%-10.2pp | 78.6%-13.6pp | 70.2%-5.1pp |
| Annual return | 24.26% | 33.92%-9.7pp | 69.04%-44.8pp | 29.39%-5.1pp |
| Employer contribution / active EE | $2,014 | $2,080-3.2% | $3,453-41.7% | $2,177-7.5% |
| Participant deferral / active EE | $7,359 | $5,474+34.4% | $5,924+24.2% | $3,514+109.4% |
| Admin fee / account holder | $177 | $434-59.2% | $7,744-97.7% | $847-79.1% |