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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 | $61,125+71.7% | $94,057+11.6% | $87,485+19.9% |
| Participation rate | 96.6% | 64.1%+32.5pp | 73.3%+23.2pp | 68.9%+27.6pp |
| Annual return | 12.54% | 35.20%-22.7pp | 480.62%-468.1pp | 26.06%-13.5pp |
| Employer contribution / active EE | $5,282 | $2,136+147.2% | $2,933+80.1% | $2,596+103.5% |
| Participant deferral / active EE | $11,080 | $3,260+239.9% | $4,709+135.3% | $4,274+159.3% |
| Admin fee / account holder | $392 | $5,629-93.0% | $7,244-94.6% | $7,775-95.0% |