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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $72,668 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,937 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,364 | $104,544-59.5% | $96,534-56.1% | $80,157-47.1% |
| Participation rate | 62.0% | 86.4%-24.3pp | 76.0%-14.0pp | 72.9%-10.9pp |
| Annual return | 24.59% | 21.79%+2.8pp | 25.88%-1.3pp | 40.39%-15.8pp |
| Employer contribution / active EE | $1,402 | $3,527-60.3% | $2,965-52.7% | $2,977-52.9% |
| Participant deferral / active EE | $3,007 | $6,170-51.3% | $4,851-38.0% | $5,015-40.0% |
| Admin fee / account holder | $82 | $107-23.0% | $8,253-99.0% | $145-43.2% |