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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,385 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,399 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported that benefits due were not provided when due.
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 | $40,713 | $127,481-68.1% | $149,730-72.8% | $90,274-54.9% |
| Participation rate | 70.0% | 78.2%-8.3pp | 82.5%-12.5pp | 73.4%-3.4pp |
| Annual return | 20.74% | 57.78%-37.0pp | 276.70%-256.0pp | 53.97%-33.2pp |
| Employer contribution / active EE | $458 | $3,448-86.7% | $4,645-90.1% | $2,523-81.8% |
| Participant deferral / active EE | $2,653 | $6,975-62.0% | $6,843-61.2% | $4,231-37.3% |
| Admin fee / account holder | $12 | $152-91.8% | $9,310-99.9% | $114-89.1% |