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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,765 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,878 |
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 | $15,389 | $37,039-58.5% | $147,617-89.6% | $59,188-74.0% |
| Participation rate | 86.7% | 63.8%+22.9pp | 84.6%+2.0pp | 69.4%+17.2pp |
| Annual return | 3.46% | 7.19%-3.7pp | 61.98%-58.5pp | 5.51%-2.0pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,971 | $2,094-5.9% | $4,895-59.7% | $3,265-39.6% |
| Admin fee / account holder | $8 | $60-86.3% | $11,612-99.9% | $92-91.0% |