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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $109,660 |
MILLER RUSSELL ASSOCIATES2+ years Service code 27 · EIN 27-1529830 | Advisory (Plan) | $45,431 |
Service code 10 · EIN 81-0574082 | Accounting | $40,487 |
Filed as: SCHUMANN, ADRIANO & COMPANY, PLLC Service code 10 · EIN 86-1014147 | Accounting | $12,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $13,906 | $33,232-58.2% | $71,796-80.6% | $63,975-78.3% |
| Participation rate | 68.9% | 60.1%+8.7pp | 69.1%-0.3pp | 71.1%-2.3pp |
| Annual return | 5.54% | 11.99%-6.4pp | 78.04%-72.5pp | 48.65%-43.1pp |
| Employer contribution / active EE | $290 | $723-59.8% | $1,924-84.9% | $2,182-86.7% |
| Participant deferral / active EE | $1,505 | $1,604-6.2% | $2,794-46.2% | $3,356-55.2% |
| Admin fee / account holder | $142 | $63+123.1% | $4,815-97.1% | $70+101.2% |