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| Provider | Service type | Compensation |
|---|---|---|
FIRST STREET ADVISORS, INC.1+ years Filed as: FIRST STREET Service code 16 · EIN 26-3190745 | Consulting | $23,765 |
LTSP, INC.1+ years Service code 16 · EIN 95-3864890 | Consulting | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $55,826 | $38,925+43.4% | $73,845-24.4% | $55,191+1.1% |
| Participation rate | 69.2% | 66.0%+3.2pp | 73.4%-4.2pp | 69.2%0pp |
| Annual return | 0.05% | 6.31%-6.3pp | 2267.91%-2267.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $684 | $1,695-59.7% | $2,788-75.5% | $1,899-64.0% |
| Participant deferral / active EE | $2,642 | $2,351+12.4% | $3,583-26.3% | $3,046-13.3% |
| Admin fee / account holder | $48 | $83-41.9% | $4,881-99.0% | $91-46.9% |