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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,125,602 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $154,192 |
MARCUM LLP1+ years Service code 10 · EIN 11-1986323 | Accounting | $61,543 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $48,740 | $48,447+0.6% | $91,215-46.6% | $89,433-45.5% |
| Participation rate | 74.8% | 46.5%+28.4pp | 73.2%+1.6pp | 71.3%+3.6pp |
| Annual return | -36.23% | -13.16%-23.1pp | 114.15%-150.4pp | -11.88%-24.3pp |
| Employer contribution / active EE | $902 | $1,115-19.1% | $2,852-68.4% | $3,021-70.1% |
| Participant deferral / active EE | $3,191 | $2,235+42.8% | $4,234-24.6% | $5,125-37.7% |
| Admin fee / account holder | $58 | $61-4.2% | $5,424-98.9% | $79-26.5% |