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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,901 |
APRIO LLP3 years Filed as: APRIO WEALTH MANAGEMENT LLC Service code 27 · EIN 58-2484343 | Advisory (Plan) | $25,909 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,611 |
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).
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 | $53,830 | $136,307-60.5% | $177,840-69.7% | $73,493-26.8% |
| Participation rate | 66.2% | 86.1%-19.9pp | 87.7%-21.5pp | 70.7%-4.4pp |
| Annual return | 22.54% | 18.68%+3.9pp | 48.32%-25.8pp | 28.51%-6.0pp |
| Employer contribution / active EE | $3,025 | $3,712-18.5% | $5,919-48.9% | $2,270+33.3% |
| Participant deferral / active EE | $6,632 | $5,829+13.8% | $7,714-14.0% | $3,740+77.3% |
| Admin fee / account holder | $210 | $596-64.8% | $12,431-98.3% | $513-59.1% |