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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,205 |
STRATIGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,385 |
Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $296 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $201 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,440 | $25,302+32.2% | $74,722-55.2% | $67,579-50.5% |
| Participation rate | 17.3% | 37.8%-20.6pp | 54.5%-37.2pp | 71.3%-54.0pp |
| Annual return | 21.35% | 10291.17%-10269.8pp | 753.11%-731.8pp | 378.56%-357.2pp |
| Employer contribution / active EE | $0 | $446-99.9% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $806 | $954-15.5% | $1,963-58.9% | $3,539-77.2% |
| Admin fee / account holder | $32 | $108-70.4% | $3,335-99.0% | $142-77.6% |