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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,409 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,357 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,085 | $153,743-46.0% | $197,124-57.9% | $103,975-20.1% |
| Participation rate | 58.1% | 91.1%-33.0pp | 86.7%-28.6pp | 72.5%-14.4pp |
| Annual return | 18.26% | 17.60%+0.7pp | 44.34%-26.1pp | 19.41%-1.2pp |
| Employer contribution / active EE | $2,724 | $5,424-49.8% | $6,227-56.3% | $3,722-26.8% |
| Participant deferral / active EE | $5,591 | $9,152-38.9% | $9,135-38.8% | $5,343+4.6% |
| Admin fee / account holder | $41 | $131-69.2% | $16,298-99.8% | $332-87.8% |