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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $57,040 |
THIRTYNORTH INVESTMENTS, LLC3 years Filed as: THIRTYNORTH INVESTMENTS LLC Service code 27 · EIN 72-1461944 | Advisory (Plan) | $43,822 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,174 |
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.)
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 | $56,546 | $89,093-36.5% | $102,434-44.8% | $77,736-27.3% |
| Participation rate | 44.4% | 80.9%-36.5pp | 76.5%-32.1pp | 70.6%-26.1pp |
| Annual return | 16.50% | 25.03%-8.5pp | 29.46%-13.0pp | 31.26%-14.8pp |
| Employer contribution / active EE | $2,554 | $2,699-5.4% | $3,023-15.5% | $2,728-6.4% |
| Participant deferral / active EE | $5,024 | $5,147-2.4% | $5,055-0.6% | $4,651+8.0% |
| Admin fee / account holder | $328 | $236+39.0% | $9,462-96.5% | $433-24.3% |