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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,157 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,624 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $39,095 | $129,227-69.7% | $184,256-78.8% | $77,762-49.7% |
| Participation rate | 85.3% | 87.4%-2.1pp | 86.8%-1.6pp | 70.6%+14.7pp |
| Annual return | 13.91% | 33.24%-19.3pp | 28.85%-14.9pp | 31.27%-17.4pp |
| Employer contribution / active EE | $1,395 | $4,412-68.4% | $6,427-78.3% | $2,728-48.9% |
| Participant deferral / active EE | $6,031 | $7,307-17.5% | $9,133-34.0% | $4,651+29.7% |
| Admin fee / account holder | $184 | $256-27.9% | $13,899-98.7% | $433-57.4% |