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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,584 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,768 |
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $6,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,603 | $50,574-57.3% | $169,390-87.2% | $80,157-73.0% |
| Participation rate | 86.9% | 67.8%+19.1pp | 77.2%+9.7pp | 72.9%+13.9pp |
| Annual return | 40.87% | 22.92%+17.9pp | 406.07%-365.2pp | 40.39%+0.5pp |
| Employer contribution / active EE | $0 | $1,693-100.0% | $4,013-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $8,748 | $4,164+110.1% | $6,222+40.6% | $5,015+74.4% |
| Admin fee / account holder | $52 | $107-51.5% | $9,015-99.4% | $145-64.2% |