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| Provider | Service type | Compensation |
|---|---|---|
HUTCHINSON AND BLOODGOOD LLP3 years Filed as: HUTCHINSON & BLOODGO Service code 10 · EIN 95-0858589 | Accounting | $35,318 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,007 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,309 |
BOUTWELL FAY LLP2 years Filed as: BOUTWELL FAY, LLP Service code 29 · EIN 33-0802931 | Legal | $16,821 |
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 | $85,214 | $38,058+123.9% | $169,452-49.7% | $75,289+13.2% |
| Participation rate | 63.5% | 65.1%-1.6pp | 77.8%-14.2pp | 72.4%-8.9pp |
| Annual return | -5.04% | -2.88%-2.2pp | 1.83%-6.9pp | -0.04%-5.0pp |
| Employer contribution / active EE | $2,243 | $1,478+51.7% | $4,157-46.0% | $2,405-6.7% |
| Participant deferral / active EE | $3,126 | $3,201-2.3% | $5,277-40.8% | $3,739-16.4% |
| Admin fee / account holder | $73 | $85-14.7% | $9,110-99.2% | $102-28.9% |