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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $59,275 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,060 |
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 | $53,085 | $74,188-28.4% | $115,756-54.1% | $64,819-18.1% |
| Participation rate | 16.6% | 76.2%-59.7pp | 77.1%-60.5pp | 71.5%-54.9pp |
| Annual return | -80.98% | -11.81%-69.2pp | 143.14%-224.1pp | 32.84%-113.8pp |
| Employer contribution / active EE | $1,018 | $3,365-69.8% | $3,793-73.2% | $2,507-59.4% |
| Participant deferral / active EE | $5,260 | $5,294-0.6% | $6,254-15.9% | $4,311+22.0% |
| Admin fee / account holder | $441 | $148+197.5% | $8,124-94.6% | $188+134.9% |