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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $120,833 |
IRONVIEW CAPITAL MANAGEMENT3 years Filed as: IRONVIEW CAPITAL MANAGEMENT LLC Service code 27 · EIN 26-4567336 | Advisory (Plan) | $74,006 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,641 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,852 | $106,230-63.4% | $147,080-73.6% | $77,736-50.0% |
| Participation rate | 64.7% | 78.4%-13.7pp | 82.2%-17.5pp | 70.6%-5.9pp |
| Annual return | 18.98% | 56.91%-37.9pp | 420.17%-401.2pp | 31.26%-12.3pp |
| Employer contribution / active EE | $2,748 | $4,072-32.5% | $4,933-44.3% | $2,728+0.7% |
| Participant deferral / active EE | $5,952 | $8,001-25.6% | $8,066-26.2% | $4,651+28.0% |
| Admin fee / account holder | $252 | $338-25.6% | $12,989-98.1% | $433-41.9% |