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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,042 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,309 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $102,000 | $55,790+82.8% | $76,657+33.1% | $67,579+50.9% |
| Participation rate | 61.1% | 71.1%-10.0pp | 72.1%-11.0pp | 71.3%-10.2pp |
| Annual return | 19.70% | 64.45%-44.7pp | 1166.74%-1147.0pp | 378.56%-358.9pp |
| Employer contribution / active EE | $815 | $1,810-55.0% | $2,303-64.6% | $2,148-62.1% |
| Participant deferral / active EE | $3,819 | $2,875+32.8% | $3,335+14.5% | $3,539+7.9% |
| Admin fee / account holder | $68 | $159-57.3% | $6,423-98.9% | $142-52.3% |