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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,441 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $157,404 | $65,453+140.5% | $86,698+81.6% | $66,938+135.1% |
| Participation rate | 60.7% | 75.5%-14.7pp | 76.6%-15.9pp | 69.8%-9.1pp |
| Annual return | -15.18% | -10.89%-4.3pp | 35.95%-51.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,816 | $2,154+30.7% | $2,837-0.7% | $2,545+10.6% |
| Participant deferral / active EE | $4,574 | $4,102+11.5% | $4,656-1.8% | $4,238+7.9% |
| Admin fee / account holder | $376 | $642-41.5% | $7,493-95.0% | $594-36.7% |