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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-1204987 | Advisory (Plan) | $33,630 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,518 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,545 |
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).
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 | $88,839 | $89,465-0.7% | $164,866-46.1% | $77,671+14.4% |
| Participation rate | 67.3% | 78.6%-11.3pp | 78.6%-11.3pp | 70.6%-3.3pp |
| Annual return | 121.41% | 28.81%+92.6pp | 69.97%+51.4pp | 31.21%+90.2pp |
| Employer contribution / active EE | $2,606 | $2,568+1.5% | $4,343-40.0% | $2,726-4.4% |
| Participant deferral / active EE | $6,104 | $4,897+24.6% | $6,033+1.2% | $4,648+31.3% |
| Admin fee / account holder | $335 | $340-1.4% | $12,689-97.4% | $430-22.2% |