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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 38-2722519 | Advisory (Plan) | $36,021 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,921 |
HEDMAN PARTNERS LLP1 year Service code 10 · EIN 85-4036357 | Accounting | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $42,131 | $72,303-41.7% | $86,698-51.4% | $64,824-35.0% |
| Participation rate | 58.5% | 80.4%-21.9pp | 76.6%-18.1pp | 71.5%-13.0pp |
| Annual return | -1.29% | 392.77%-394.1pp | 35.96%-37.2pp | 32.84%-34.1pp |
| Employer contribution / active EE | $773 | $2,393-67.7% | $2,837-72.8% | $2,507-69.2% |
| Participant deferral / active EE | $3,317 | $4,660-28.8% | $4,656-28.8% | $4,311-23.1% |
| Admin fee / account holder | $123 | $174-29.5% | $7,492-98.4% | $188-34.7% |