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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $130,332 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $107,427 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $83,979 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $25,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $118,650 | $122,219-2.9% | $147,096-19.3% | $199,921-40.7% |
| Participation rate | 49.3% | 78.3%-28.9pp | 82.2%-32.9pp | 72.0%-22.7pp |
| Annual return | 18.10% | 30.59%-12.5pp | 419.75%-401.6pp | 34.28%-16.2pp |
| Employer contribution / active EE | $435 | $4,096-89.4% | $4,936-91.2% | $3,035-85.7% |
| Participant deferral / active EE | $3,405 | $8,503-60.0% | $8,071-57.8% | $5,089-33.1% |
| Admin fee / account holder | $103 | $179-42.7% | $13,005-99.2% | $269-61.8% |