Filed August 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $27,927 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,558 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,749 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,874 | $91,474+30.0% | $135,982-12.6% | $71,529+66.2% |
| Participation rate | 58.4% | 75.7%-17.3pp | 81.9%-23.5pp | 67.9%-9.5pp |
| Annual return | 25.51% | 29.89%-4.4pp | 68.32%-42.8pp | 28.97%-3.5pp |
| Employer contribution / active EE | $2,027 | $3,705-45.3% | $4,859-58.3% | $2,590-21.7% |
| Participant deferral / active EE | $12,293 | $7,095+73.3% | $7,760+58.4% | $4,291+186.5% |
| Admin fee / account holder | $436 | $1,267-65.6% | $10,767-96.0% | $1,588-72.6% |