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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $185,730 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $104,027 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $89,547 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $102,414 | $107,415-4.7% | $135,998-24.7% | $80,187+27.7% |
| Participation rate | 55.2% | 78.0%-22.8pp | 81.9%-26.7pp | 72.9%-17.8pp |
| Annual return | 21.53% | 91.99%-70.5pp | 68.37%-46.8pp | 40.40%-18.9pp |
| Employer contribution / active EE | $533 | $3,878-86.3% | $4,860-89.0% | $2,980-82.1% |
| Participant deferral / active EE | $3,893 | $8,189-52.5% | $7,761-49.8% | $5,016-22.4% |
| Admin fee / account holder | $107 | $127-15.9% | $10,769-99.0% | $145-26.3% |