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| Provider | Service type | Compensation |
|---|---|---|
WHITLEY PENN LLP1 year Service code 10 · EIN 75-2393478 | Accounting | $32,900 |
Filed as: WARNER NORCROSS + JUDD LLP Service code 29 · EIN 38-1422647 | Legal | $9,947 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,645 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,519 |
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.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,501 | $82,163-54.4% | $125,381-70.1% | $64,819-42.1% |
| Participation rate | 65.4% | 77.9%-12.5pp | 82.4%-17.0pp | 71.5%-6.1pp |
| Annual return | -19.00% | 3.49%-22.5pp | 572.31%-591.3pp | 32.84%-51.8pp |
| Employer contribution / active EE | $609 | $3,616-83.2% | $4,815-87.3% | $2,507-75.7% |
| Participant deferral / active EE | $3,587 | $7,175-50.0% | $7,448-51.8% | $4,311-16.8% |
| Admin fee / account holder | $38 | $163-76.9% | $10,007-99.6% | $188-79.9% |