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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,464 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $23,948 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 27 · EIN 37-1490331 | Advisory (Plan) | $15,226 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,261 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,666 | $85,766-60.7% | $136,298-75.3% | $70,126-52.0% |
| Participation rate | 2.7% | 74.2%-71.5pp | 81.9%-79.2pp | 69.5%-66.8pp |
| Annual return | 19.40% | 31.46%-12.1pp | 5156.27%-5136.9pp | 73.15%-53.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $21 | $5,051-99.6% | $6,247-99.7% | $3,332-99.4% |
| Admin fee / account holder | $80 | $5,421-98.5% | $9,244-99.1% | $4,645-98.3% |