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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,745 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $28,164 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,957 |
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 | $45,267 | $66,486-31.9% | $81,370-44.4% | $77,762-41.8% |
| Participation rate | 38.0% | 68.7%-30.7pp | 69.5%-31.5pp | 70.6%-32.5pp |
| Annual return | 12.97% | 15.95%-3.0pp | 24.85%-11.9pp | 31.27%-18.3pp |
| Employer contribution / active EE | $1,124 | $2,158-47.9% | $2,464-54.4% | $2,728-58.8% |
| Participant deferral / active EE | $2,226 | $3,677-39.5% | $3,885-42.7% | $4,651-52.1% |
| Admin fee / account holder | $172 | $586-70.6% | $5,749-97.0% | $433-60.2% |