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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $82,719 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,506 |
Filed as: INVESTMENT CONSULTING GROUP, INC Service code 27 · EIN 42-1358707 | Advisory (Plan) | $8,104 |
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 49 · EIN 13-3036745 | Other Services | $5,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,186 | $53,199+73.3% | $155,567-40.7% | $199,768-53.9% |
| Participation rate | 37.4% | 64.1%-26.7pp | 78.2%-40.8pp | 72.0%-34.6pp |
| Annual return | 474.79% | 41.17%+433.6pp | 64.74%+410.0pp | 34.26%+440.5pp |
| Employer contribution / active EE | $2,818 | $1,852+52.1% | $4,674-39.7% | $3,037-7.2% |
| Participant deferral / active EE | $2,037 | $3,163-35.6% | $5,628-63.8% | $5,090-60.0% |
| Admin fee / account holder | $79 | $186-57.4% | $15,916-99.5% | $269-70.7% |