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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $825,054 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $408,345 |
AON CONSULTING4+ years Filed as: AON HEWIT INVETSMENT CONSULTING, I Service code 27 · EIN 36-3109431 | Advisory (Plan) | $66,000 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT COMSULTANT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $44,000 |
BLUMSHAPIRO4+ years Filed as: BLUMSHAPIRO & CO PC Service code 10 · EIN 06-1009205 | Accounting | $28,000 |
FORTNER & SHORT LLC1 year Service code 10 · EIN 26-4078346 | Accounting | $12,000 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,144 | $36,321+153.7% | $89,391+3.1% | $106,222-13.3% |
| Participation rate | 52.0% | 29.8%+22.1pp | 68.0%-16.0pp | 70.8%-18.9pp |
| Annual return | 20.44% | 24.00%-3.6pp | 245.62%-225.2pp | 21.69%-1.3pp |
| Employer contribution / active EE | $1,077 | $507+112.5% | $2,586-58.4% | $2,723-60.5% |
| Participant deferral / active EE | $4,050 | $1,286+214.8% | $3,890+4.1% | $4,600-12.0% |
| Admin fee / account holder | $100 | $78+28.6% | $4,881-97.9% | $78+27.6% |