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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $28,423 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,314 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,026 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,926 | $51,638+103.2% | $68,368+53.5% | $82,448+27.3% |
| Participation rate | 96.6% | 63.6%+32.9pp | 73.8%+22.8pp | 68.1%+28.5pp |
| Annual return | 12.54% | 37.53%-25.0pp | 292.57%-280.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $5,282 | $2,047+158.1% | $2,649+99.4% | $2,551+107.1% |
| Participant deferral / active EE | $11,080 | $2,914+280.3% | $4,123+168.8% | $4,139+167.7% |
| Admin fee / account holder | $392 | $4,643-91.6% | $5,150-92.4% | $7,234-94.6% |