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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,339 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $16,835 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,996 | $95,417-45.5% | $135,974-61.8% | $74,460-30.2% |
| Participation rate | 64.9% | 78.2%-13.4pp | 81.9%-17.1pp | 70.7%-5.9pp |
| Annual return | 28.52% | 32.76%-4.2pp | 68.30%-39.8pp | 34.38%-5.9pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $8,615 | $7,789+10.6% | $7,760+11.0% | $4,530+90.2% |
| Admin fee / account holder | $124 | $266-53.4% | $10,767-98.8% | $348-64.3% |