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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $628,347 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $442,651 |
AMERICAN FUNDS5 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 37-6572947 | Advisory (Plan) | $175,000 |
BENNETT THRASHER LLP1 year Service code 10 · EIN 58-1673613 | Accounting | $18,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,497 | $94,554-49.8% | $133,982-64.5% | $106,273-55.3% |
| Participation rate | 50.7% | 76.2%-25.5pp | 79.8%-29.2pp | 70.8%-20.1pp |
| Annual return | -38.13% | 16.55%-54.7pp | 45.10%-83.2pp | 21.70%-59.8pp |
| Employer contribution / active EE | $1,362 | $2,503-45.6% | $3,919-65.2% | $2,722-50.0% |
| Participant deferral / active EE | $4,126 | $4,130-0.1% | $5,047-18.3% | $4,601-10.3% |
| Admin fee / account holder | $166 | $69+140.2% | $8,930-98.1% | $78+111.3% |