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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 92-1819393 | Advisory (Plan) | $40,995 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,331 |
FORVIS, LLP1 year Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $23,192 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,759 | $66,501-52.2% | $81,482-61.0% | $77,692-59.1% |
| Participation rate | 60.1% | 68.7%-8.6pp | 69.5%-9.4pp | 70.6%-10.5pp |
| Annual return | 41.25% | 15.93%+25.3pp | 24.79%+16.5pp | 31.25%+10.0pp |
| Employer contribution / active EE | $1,158 | $2,158-46.3% | $2,463-53.0% | $2,726-57.5% |
| Participant deferral / active EE | $2,500 | $3,678-32.0% | $3,885-35.7% | $4,648-46.2% |
| Admin fee / account holder | $218 | $583-62.6% | $5,761-96.2% | $431-49.4% |