Filed January 23, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $384,404 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $121,447 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $82,737 |
MITCHELL & TITUS, LLP1 year Service code 10 · EIN 13-2781641 | Accounting | $22,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,555 | $33,283+39.9% | $77,557-40.0% | $93,223-50.1% |
| Participation rate | 40.7% | 33.8%+6.9pp | 54.2%-13.5pp | 74.9%-34.2pp |
| Annual return | 15.08% | 16.24%-1.2pp | 54.83%-39.7pp | 19.29%-4.2pp |
| Employer contribution / active EE | $926 | $311+197.3% | $987-6.2% | $2,680-65.5% |
| Participant deferral / active EE | $1,745 | $886+96.8% | $1,861-6.2% | $4,563-61.8% |
| Admin fee / account holder | $75 | $97-22.8% | $2,860-97.4% | $79-5.4% |