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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,594 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,920 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $16,441 | $37,213-55.8% | $156,551-89.5% | $63,975-74.3% |
| Participation rate | 87.0% | 65.0%+22.1pp | 84.0%+3.0pp | 71.1%+15.9pp |
| Annual return | 7.58% | 47.89%-40.3pp | 32.23%-24.6pp | 48.65%-41.1pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,089 | $2,070+0.9% | $4,871-57.1% | $3,356-37.8% |
| Admin fee / account holder | $10 | $56-81.4% | $13,028-99.9% | $70-85.1% |