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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,162 |
Service code 27 · EIN 46-2309236 | Advisory (Plan) | $19,770 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,449 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,627 | $106,230-19.4% | $147,080-41.8% | $77,736+10.2% |
| Participation rate | 57.0% | 78.4%-21.4pp | 82.2%-25.2pp | 70.6%-13.6pp |
| Annual return | 18.27% | 56.91%-38.6pp | 420.17%-401.9pp | 31.26%-13.0pp |
| Employer contribution / active EE | $1,469 | $4,072-63.9% | $4,933-70.2% | $2,728-46.1% |
| Participant deferral / active EE | $7,891 | $8,001-1.4% | $8,066-2.2% | $4,651+69.7% |
| Admin fee / account holder | $321 | $338-5.1% | $12,989-97.5% | $433-25.9% |