| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,165,183 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $381,244 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $23,500 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN SMITH WALLACE Service code 10 · EIN 43-1001367 | Accounting | $20,021 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,490 | $139,268-63.7% | $177,839-71.6% | $106,273-52.5% |
| Participation rate | 96.0% | 91.6%+4.4pp | 87.7%+8.3pp | 70.8%+25.2pp |
| Annual return | 48.67% | 17.20%+31.5pp | 48.33%+0.3pp | 21.70%+27.0pp |
| Employer contribution / active EE | $1,471 | $4,832-69.6% | $5,919-75.1% | $2,722-46.0% |
| Participant deferral / active EE | $4,844 | $7,227-33.0% | $7,714-37.2% | $4,601+5.3% |
| Admin fee / account holder | $41 | $97-57.6% | $12,432-99.7% | $78-47.6% |