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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $873,766 |
Service code 37 · EIN 04-2647786 | Loan Processing | $775,738 |
AON CONSULTING7 years Filed as: AON HEWITT INVESTMENT COMSULTANT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $94,000 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $67,200 |
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 | $88,874 | $42,127+111.0% | $85,240+4.3% | $106,553-16.6% |
| Participation rate | 57.4% | 36.6%+20.8pp | 67.5%-10.1pp | 69.8%-12.4pp |
| Annual return | 16.68% | 36.21%-19.5pp | 66.75%-50.1pp | 17.37%-0.7pp |
| Employer contribution / active EE | $1,991 | $825+141.3% | $2,735-27.2% | $3,359-40.7% |
| Participant deferral / active EE | $4,915 | $2,066+137.9% | $4,527+8.6% | $5,562-11.6% |
| Admin fee / account holder | $95 | $114-16.0% | $6,165-98.5% | $80+19.6% |