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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,873 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,177 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,639 | $106,264-60.8% | $147,117-71.7% | $77,762-46.5% |
| Participation rate | 42.9% | 78.4%-35.5pp | 82.2%-39.3pp | 70.6%-27.7pp |
| Annual return | 18.03% | 56.94%-38.9pp | 420.54%-402.5pp | 31.27%-13.2pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,573 | $8,003-42.9% | $8,065-43.3% | $4,651-1.7% |
| Admin fee / account holder | $129 | $334-61.5% | $12,993-99.0% | $433-70.2% |