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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,999 |
HUTCHINSON AND BLOODGOOD LLP3+ years Filed as: HUTCHINSON & BLOODGOOD LLP Service code 10 · EIN 95-0858589 | Accounting | $26,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,205 |
BOUTWELL FAY LLP1 year Filed as: BOUTWELL FAY, LLP Service code 29 · EIN 33-0802931 | Legal | $9,066 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $97,526 | $43,233+125.6% | $185,117-47.3% | $77,958+25.1% |
| Participation rate | 61.6% | 64.2%-2.6pp | 77.3%-15.6pp | 71.6%-10.0pp |
| Annual return | 15.27% | 20.43%-5.2pp | 40.50%-25.2pp | 20.87%-5.6pp |
| Employer contribution / active EE | $2,109 | $1,312+60.7% | $4,182-49.6% | $2,310-8.7% |
| Participant deferral / active EE | $3,227 | $2,912+10.8% | $5,045-36.0% | $3,537-8.8% |
| Admin fee / account holder | $73 | $95-23.6% | $8,159-99.1% | $97-25.4% |