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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $945,808 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $548,070 |
AON CONSULTING5 years Filed as: AON HEWITT INVESTMENT COMSULTANT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $88,000 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $38,416 |
GUNNING STENSON & PRICE1 year Filed as: GUNNING STENSON & PRICE , CPA PS Service code 16 · EIN 27-1386100 | Consulting | $8,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,362 | $35,293+96.5% | $77,113-10.1% | $89,433-22.4% |
| Participation rate | 51.0% | 31.3%+19.7pp | 67.9%-16.9pp | 71.3%-20.2pp |
| Annual return | -18.31% | -5.92%-12.4pp | 42.37%-60.7pp | -11.88%-6.4pp |
| Employer contribution / active EE | $1,137 | $695+63.5% | $2,815-59.6% | $3,021-62.4% |
| Participant deferral / active EE | $4,206 | $1,764+138.4% | $4,430-5.1% | $5,125-17.9% |
| Admin fee / account holder | $94 | $105-10.4% | $5,445-98.3% | $79+18.5% |