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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,757 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,830 |
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.)
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 | $188,812 | $76,107+148.1% | $96,576+95.5% | $71,495+164.1% |
| Participation rate | 60.3% | 74.4%-14.1pp | 76.0%-15.7pp | 67.9%-7.6pp |
| Annual return | 14.41% | 22.81%-8.4pp | 25.87%-11.5pp | 28.85%-14.4pp |
| Employer contribution / active EE | $3,134 | $2,247+39.4% | $2,965+5.7% | $2,589+21.0% |
| Participant deferral / active EE | $5,132 | $4,218+21.7% | $4,851+5.8% | $4,291+19.6% |
| Admin fee / account holder | $367 | $2,708-86.5% | $8,253-95.6% | $1,588-76.9% |