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| Provider | Service type | Compensation |
|---|---|---|
TANNER LLC1 year Service code 10 · EIN 20-2253063 | Accounting | $14,825 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,686 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,855 | $69,305-19.4% | $82,312-32.1% | $69,631-19.8% |
| Participation rate | 51.1% | 80.3%-29.2pp | 76.9%-25.8pp | 70.7%-19.6pp |
| Annual return | 16.19% | 21.47%-5.3pp | 25.88%-9.7pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $341 | $1,887-81.9% | $2,428-86.0% | $2,032-83.2% |
| Participant deferral / active EE | $3,031 | $3,568-15.1% | $3,706-18.2% | $3,224-6.0% |
| Admin fee / account holder | $69 | $97-29.0% | $5,608-98.8% | $110-37.5% |