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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,066 |
MARTINI AKPOVI PARTNERS LLP1 year Filed as: MARTINI AKPOVI PARTNERS, LLP Service code 10 · EIN 95-4508585 | Accounting | $8,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $901 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,424 | $25,302+166.5% | $74,701-9.7% | $67,579-0.2% |
| Participation rate | 15.9% | 37.8%-22.0pp | 54.5%-38.6pp | 71.3%-55.4pp |
| Annual return | 17.63% | 10291.17%-10273.5pp | 752.92%-735.3pp | 378.56%-360.9pp |
| Employer contribution / active EE | $149 | $446-66.6% | $1,084-86.2% | $2,148-93.1% |
| Participant deferral / active EE | $883 | $954-7.5% | $1,964-55.1% | $3,539-75.1% |
| Admin fee / account holder | $305 | $108+182.9% | $3,333-90.9% | $142+114.0% |