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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $617,597 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $496,573 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT COMSULTANT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $86,000 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $50,500 |
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 | $91,705 | $104,165-12.0% | $96,188-4.7% | $106,520-13.9% |
| Participation rate | 50.8% | 31.3%+19.5pp | 68.4%-17.6pp | 71.3%-20.5pp |
| Annual return | 15.82% | 25.28%-9.5pp | 192.12%-176.3pp | 19.28%-3.5pp |
| Employer contribution / active EE | $1,142 | $599+90.7% | $2,800-59.2% | $2,840-59.8% |
| Participant deferral / active EE | $3,977 | $1,572+152.9% | $4,350-8.6% | $4,948-19.6% |
| Admin fee / account holder | $79 | $98-19.7% | $5,538-98.6% | $75+5.6% |