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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $438,074 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $195,821 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,898 | $201,404-58.8% | $93,621-11.5% | $89,609-7.5% |
| Participation rate | 38.0% | 87.5%-49.5pp | 75.8%-37.8pp | 69.6%-31.6pp |
| Annual return | 24.20% | 23.05%+1.2pp | 32.76%-8.6pp | 33.65%-9.5pp |
| Employer contribution / active EE | $1,721 | $6,528-73.6% | $2,719-36.7% | $2,584-33.4% |
| Participant deferral / active EE | $2,478 | $9,208-73.1% | $4,070-39.1% | $4,222-41.3% |
| Admin fee / account holder | $96 | $89+7.0% | $7,890-98.8% | $72+33.4% |