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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $314,531 |
SMITH & HOWARD, PC7+ years Service code 10 · EIN 58-1250486 | Accounting | $41,004 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,009 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $20,000 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,667 | $107,662-52.0% | $159,495-67.6% | $106,520-51.5% |
| Participation rate | 14.5% | 69.4%-54.8pp | 82.8%-68.3pp | 71.3%-56.8pp |
| Annual return | 65.27% | 22.17%+43.1pp | 263.72%-198.4pp | 19.28%+46.0pp |
| Employer contribution / active EE | $0 | $2,741-100.0% | $4,831-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $1,625 | $6,799-76.1% | $7,354-77.9% | $4,948-67.2% |
| Admin fee / account holder | $117 | $69+70.3% | $10,804-98.9% | $75+56.8% |