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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $360,294 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $109,023 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $381,329 | $136,266+179.8% | $90,766+320.1% | $77,906+389.5% |
| Participation rate | 12.7% | 86.6%-73.9pp | 75.7%-63.0pp | 73.7%-61.0pp |
| Annual return | -11.08% | -11.32%+0.2pp | -12.16%+1.1pp | 12.16%-23.2pp |
| Employer contribution / active EE | $9,463 | $4,215+124.5% | $2,922+223.9% | $2,846+232.5% |
| Participant deferral / active EE | $11,145 | $6,353+75.4% | $4,565+144.1% | $4,805+131.9% |
| Admin fee / account holder | $828 | $399+107.6% | $8,446-90.2% | $133+524.4% |