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| Provider | Service type | Compensation |
|---|---|---|
MGO ONE SEVEN LLC2 years Service code 27 · EIN 88-2000569 | Advisory (Plan) | $50,157 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,399 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,396 |
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.
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 | $56,551 | $73,034-22.6% | $76,872-26.4% | $80,157-29.4% |
| Participation rate | 42.7% | 78.1%-35.4pp | 69.6%-26.9pp | 72.9%-30.2pp |
| Annual return | 17.48% | 18.56%-1.1pp | 37.90%-20.4pp | 40.39%-22.9pp |
| Employer contribution / active EE | $611 | $2,779-78.0% | $2,533-75.9% | $2,977-79.5% |
| Participant deferral / active EE | $2,343 | $4,140-43.4% | $3,832-38.9% | $5,015-53.3% |
| Admin fee / account holder | $117 | $104+12.8% | $5,476-97.9% | $145-19.3% |