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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,803 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,697 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,224 | $111,785-61.3% | $93,669-53.9% | $145,877-70.4% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 14.87% | 203.79%-188.9pp | 133.59%-118.7pp | 551.28%-536.4pp |
| Employer contribution / active EE | $307,860 | $3,096+9844.0% | $2,424+12602.9% | $4,663+6502.3% |
| Participant deferral / active EE | $552,329 | $4,919+11129.4% | $4,416+12408.4% | $6,691+8155.4% |
| Admin fee / account holder | $520 | $10,256-94.9% | $8,291-93.7% | $13,402-96.1% |