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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 | $106,247-60.8% | $147,096-71.7% | $77,714-46.4% |
| Participation rate | 42.9% | 78.4%-35.5pp | 82.2%-39.2pp | 70.6%-27.7pp |
| Annual return | 18.03% | 56.87%-38.8pp | 419.75%-401.7pp | 31.26%-13.2pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $4,573 | $7,996-42.8% | $8,071-43.3% | $4,649-1.6% |
| Admin fee / account holder | $129 | $338-61.9% | $13,005-99.0% | $433-70.3% |