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| Provider | Service type | Compensation |
|---|---|---|
MKD CPAS PLLC2 years Service code 10 · EIN 45-1070919 | Accounting | $9,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,599 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,685 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,195 | $47,977+13.0% | $154,111-64.8% | $56,287-3.7% |
| Participation rate | 54.9% | 66.2%-11.3pp | 83.0%-28.2pp | 69.9%-15.0pp |
| Annual return | -3.57% | 3.54%-7.1pp | 735.18%-738.8pp | -9.96%+6.4pp |
| Employer contribution / active EE | $754 | $2,169-65.3% | $5,298-85.8% | $2,111-64.3% |
| Participant deferral / active EE | $2,198 | $2,392-8.1% | $5,081-56.7% | $3,350-34.4% |
| Admin fee / account holder | $163 | $438-62.7% | $13,411-98.8% | $521-68.6% |