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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,291 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,682 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,184 | $62,177+16.1% | $81,370-11.3% | $74,478-3.1% |
| Participation rate | 81.9% | 64.1%+17.8pp | 69.5%+12.3pp | 67.2%+14.7pp |
| Annual return | 14.59% | 16.62%-2.0pp | 24.85%-10.3pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $1,615 | $1,881-14.1% | $2,464-34.5% | $2,626-38.5% |
| Participant deferral / active EE | $5,567 | $3,219+72.9% | $3,885+43.3% | $4,350+28.0% |
| Admin fee / account holder | $442 | $1,927-77.1% | $5,749-92.3% | $1,946-77.3% |