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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $92,417 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,699 | $110,282-53.1% | $102,434-49.5% | $199,960-74.1% |
| Participation rate | 49.0% | 86.3%-37.3pp | 76.5%-27.5pp | 72.0%-23.0pp |
| Annual return | 14.25% | 35.75%-21.5pp | 29.46%-15.2pp | 34.28%-20.0pp |
| Employer contribution / active EE | $1,471 | $3,603-59.2% | $3,023-51.3% | $3,036-51.5% |
| Participant deferral / active EE | $2,787 | $6,376-56.3% | $5,055-44.9% | $5,087-45.2% |
| Admin fee / account holder | $94 | $122-22.9% | $9,462-99.0% | $269-65.0% |