| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,967,832 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $296,753 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN SMITH WALLACE Service code 10 · EIN 43-1001367 | Accounting | $19,528 |
WOLFF & TAYLOR PC1 year Filed as: WOLFF & TAYLOR Service code 10 · EIN 43-1305868 | Accounting | $8,500 |
UHY LLP1 year Service code 10 · EIN 43-1305800 | Accounting | $5,200 |
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 that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,653 | $121,259-62.4% | $162,185-71.9% | $89,609-49.1% |
| Participation rate | 94.1% | 90.0%+4.0pp | 87.6%+6.5pp | 69.6%+24.5pp |
| Annual return | 26.77% | 22.23%+4.5pp | 115.61%-88.8pp | 33.65%-6.9pp |
| Employer contribution / active EE | $1,549 | $4,435-65.1% | $5,613-72.4% | $2,584-40.1% |
| Participant deferral / active EE | $5,081 | $6,620-23.2% | $7,297-30.4% | $4,222+20.4% |
| Admin fee / account holder | $50 | $101-49.9% | $10,844-99.5% | $72-29.5% |