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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $101,668 |
CLIFTONLARSONALLEN LLP4 years Filed as: CRI CPAS AND ADVISORS Service code 10 · EIN 72-1396621 | Accounting | $30,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$208,045 |
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).
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 | $92,635 | $39,973+131.7% | $79,591+16.4% | $77,906+18.9% |
| Participation rate | 64.0% | 64.6%-0.6pp | 69.5%-5.5pp | 73.7%-9.7pp |
| Annual return | -17.08% | 3.42%-20.5pp | 0.18%-17.3pp | 12.16%-29.2pp |
| Employer contribution / active EE | $3,474 | $1,088+219.3% | $2,413+43.9% | $2,846+22.0% |
| Participant deferral / active EE | $5,759 | $2,774+107.6% | $3,986+44.5% | $4,805+19.9% |
| Admin fee / account holder | -$25 | $113-121.7% | $6,815-100.4% | $133-118.5% |