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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $475,569 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $313,632 |
BLUMSHAPIRO1 year Filed as: BLUMSHAPIRO & CO P.C. Service code 10 · EIN 06-1009205 | Accounting | $98,923 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $66,000 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $18,148 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,427 | $32,762+166.9% | $84,646+3.3% | $89,609-2.4% |
| Participation rate | 52.8% | 34.6%+18.2pp | 68.2%-15.4pp | 69.6%-16.8pp |
| Annual return | 26.35% | 28.37%-2.0pp | 258.85%-232.5pp | 33.65%-7.3pp |
| Employer contribution / active EE | $1,191 | $564+111.3% | $2,654-55.1% | $2,584-53.9% |
| Participant deferral / active EE | $4,372 | $1,501+191.3% | $3,901+12.1% | $4,222+3.6% |
| Admin fee / account holder | $79 | $82-3.8% | $4,915-98.4% | $72+10.8% |