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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $133,037 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,606 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,105 | $2,687,218-98.7% | $165,071-78.7% | $199,960-82.4% |
| Participation rate | 82.2% | 78.3%+3.9pp | 78.6%+3.5pp | 72.0%+10.2pp |
| Annual return | 15.70% | 17.94%-2.2pp | 70.17%-54.5pp | 34.28%-18.6pp |
| Employer contribution / active EE | $621 | $2,958-79.0% | $4,347-85.7% | $3,036-79.5% |
| Participant deferral / active EE | $3,842 | $5,002-23.2% | $6,035-36.3% | $5,087-24.5% |
| Admin fee / account holder | $110 | $1,988-94.5% | $12,695-99.1% | $269-59.1% |