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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,404 |
Filed as: PCA INVEST ADVISORS Service code 27 · EIN 31-1799599 | Advisory (Plan) | $32,943 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,671 |
FLAGEL HUBER FLAGEL3+ years Filed as: FLAGEL, HUBER, FLAGEL Service code 10 · EIN 31-0796034 | Accounting | $13,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,303 | $48,835-48.2% | $170,442-85.2% | $177,276-85.7% |
| Participation rate | 14.5% | 72.1%-57.6pp | 83.6%-69.1pp | 74.8%-60.3pp |
| Annual return | 26.32% | 19.44%+6.9pp | 205.93%-179.6pp | 21.25%+5.1pp |
| Employer contribution / active EE | $83 | $1,798-95.4% | $5,433-98.5% | $2,479-96.7% |
| Participant deferral / active EE | $488 | $2,757-82.3% | $4,939-90.1% | $3,881-87.4% |
| Admin fee / account holder | $93 | $52+78.7% | $13,880-99.3% | $154-39.7% |