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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,699 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,906 |
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 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 | $20,134 | $44,059-54.3% | $71,671-71.9% | $69,631-71.1% |
| Participation rate | 64.3% | 60.8%+3.5pp | 68.7%-4.5pp | 70.7%-6.4pp |
| Annual return | 19.69% | 21.97%-2.3pp | 20.65%-1.0pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $401 | $1,305-69.3% | $2,460-83.7% | $2,032-80.3% |
| Participant deferral / active EE | $1,600 | $2,370-32.5% | $3,438-53.5% | $3,224-50.4% |
| Admin fee / account holder | $74 | $108-31.2% | $5,558-98.7% | $110-32.9% |