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| Provider | Service type | Compensation |
|---|---|---|
SAIPH CAPITAL LLC1 year Service code 27 · EIN 86-2052065 | Advisory (Plan) | $12,481 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,421 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,375 | $59,140+10.5% | $160,037-59.2% | $66,949-2.4% |
| Participation rate | 72.8% | 68.1%+4.7pp | 78.0%-5.2pp | 69.8%+3.0pp |
| Annual return | -14.49% | -12.25%-2.2pp | 408.95%-423.4pp | 1.57%-16.1pp |
| Employer contribution / active EE | $776 | $1,982-60.8% | $4,226-81.6% | $2,545-69.5% |
| Participant deferral / active EE | $3,749 | $4,399-14.8% | $6,184-39.4% | $4,239-11.6% |
| Admin fee / account holder | $151 | $591-74.5% | $8,716-98.3% | $594-74.6% |