| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,404,990 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,557,852 |
NFP RETIREMENT INC4 years Filed as: NFP Service code 27 · EIN 33-0905143 | Advisory (Plan) | $173,000 |
DELOITTE & TOUCHE LLP6 years Service code 10 · EIN 13-3891517 | Accounting | $53,000 |
TRUCKER HUSS4 years Filed as: TRUCKER HUSS A PROFESSIONAL CORPOR Service code 29 · EIN 94-3216063 | Legal | $32,672 |
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 | $92,978 | $57,150+62.7% | $93,727-0.8% | $106,553-12.7% |
| Participation rate | 30.6% | 49.1%-18.5pp | 68.7%-38.1pp | 69.8%-39.2pp |
| Annual return | 12.98% | 15.81%-2.8pp | 133.83%-120.8pp | 17.37%-4.4pp |
| Employer contribution / active EE | $333 | $1,015-67.2% | $2,421-86.2% | $3,359-90.1% |
| Participant deferral / active EE | $1,605 | $1,853-13.4% | $4,417-63.7% | $5,562-71.1% |
| Admin fee / account holder | $61 | $64-5.1% | $8,292-99.3% | $80-23.4% |