Filed January 12, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,034 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,272 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,960,967 | $104,544+1775.7% | $96,534+1931.4% | $80,157+2346.4% |
| Participation rate | 0.0% | 86.4%-86.4pp | 76.0%-76.0pp | 72.9%-72.9pp |
| Annual return | 0.00% | 21.79%-21.8pp | 25.88%-25.9pp | 40.39%-40.4pp |
| Employer contribution / active EE | $2,814 | $3,527-20.2% | $2,965-5.1% | $2,977-5.5% |
| Participant deferral / active EE | $6,158 | $6,170-0.2% | $4,851+27.0% | $5,015+22.8% |
| Admin fee / account holder | $943 | $107+782.7% | $8,253-88.6% | $145+550.6% |