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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $745,057 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $95,463 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 16 · EIN 43-1270780 | Consulting | $75,000 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $75,000 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $50,000 |
Service code 10 · EIN 43-0831507 | Accounting | $15,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,139 | $106,087-70.6% | $86,717-64.1% | $78,104-60.1% |
| Participation rate | 89.6% | 89.6%0pp | 76.6%+13.0pp | 74.5%+15.1pp |
| Annual return | -17.28% | -14.87%-2.4pp | 35.97%-53.3pp | 10.90%-28.2pp |
| Employer contribution / active EE | $1,362 | $4,110-66.9% | $2,837-52.0% | $3,128-56.5% |
| Participant deferral / active EE | $2,722 | $6,851-60.3% | $4,657-41.6% | $5,089-46.5% |
| Admin fee / account holder | $112 | $81+38.1% | $7,494-98.5% | $79+42.1% |