Filed August 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $31,761 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,061 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,423 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,982 | $101,653+5.2% | $147,080-27.3% | $74,459+43.7% |
| Participation rate | 52.3% | 75.6%-23.2pp | 82.2%-29.8pp | 67.2%-14.9pp |
| Annual return | 12.45% | 8754.98%-8742.5pp | 420.17%-407.7pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $1,065 | $3,813-72.1% | $4,933-78.4% | $2,626-59.5% |
| Participant deferral / active EE | $7,948 | $7,304+8.8% | $8,066-1.5% | $4,350+82.7% |
| Admin fee / account holder | $474 | $1,752-73.0% | $12,989-96.4% | $1,945-75.7% |