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| Provider | Service type | Compensation |
|---|---|---|
SMITH & HOWARD, PC9+ years Filed as: SMITH & HOWARD Service code 10 · EIN 58-1250486 | Accounting | $78,000 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $42,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,042 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$100,773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,906 | $40,278+130.7% | $80,627+15.2% | $80,157+15.9% |
| Participation rate | 27.9% | 47.5%-19.6pp | 67.0%-39.1pp | 72.9%-45.0pp |
| Annual return | 16.42% | 50.86%-34.4pp | 936.76%-920.3pp | 40.39%-24.0pp |
| Employer contribution / active EE | $980 | $1,332-26.4% | $2,723-64.0% | $2,977-67.1% |
| Participant deferral / active EE | $3,146 | $2,696+16.7% | $4,443-29.2% | $5,015-37.3% |
| Admin fee / account holder | $16 | $210-92.6% | $5,381-99.7% | $145-89.3% |