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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $556,855 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,627 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $33,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,601 | $90,672-57.4% | $125,401-69.2% | $89,433-56.8% |
| Participation rate | 68.0% | 72.3%-4.3pp | 82.4%-14.4pp | 71.3%-3.3pp |
| Annual return | -14.81% | -6.42%-8.4pp | 572.53%-587.3pp | -11.88%-2.9pp |
| Employer contribution / active EE | $3,190 | $3,032+5.2% | $4,816-33.8% | $3,021+5.6% |
| Participant deferral / active EE | $6,593 | $7,210-8.6% | $7,448-11.5% | $5,125+28.6% |
| Admin fee / account holder | $45 | $69-34.3% | $10,008-99.5% | $79-42.8% |