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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $111,021 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $83,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,594 | $63,321-9.0% | $68,803-16.3% | $77,906-26.1% |
| Participation rate | 50.7% | 71.1%-20.4pp | 69.0%-18.3pp | 73.7%-23.0pp |
| Annual return | -16.06% | -6.50%-9.6pp | -6.37%-9.7pp | 12.16%-28.2pp |
| Employer contribution / active EE | $1,052 | $2,794-62.3% | $2,656-60.4% | $2,846-63.0% |
| Participant deferral / active EE | $3,159 | $4,029-21.6% | $3,942-19.9% | $4,805-34.3% |
| Admin fee / account holder | $100 | $104-4.6% | $4,936-98.0% | $133-24.9% |