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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,440 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,007 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $46,695 | $110,699-57.8% | $177,839-73.7% | $90,274-48.3% |
| Participation rate | 86.6% | 88.3%-1.7pp | 87.7%-1.1pp | 73.4%+13.3pp |
| Annual return | 20.48% | 22.79%-2.3pp | 48.33%-27.8pp | 53.97%-33.5pp |
| Employer contribution / active EE | $231 | $4,118-94.4% | $5,919-96.1% | $2,523-90.8% |
| Participant deferral / active EE | $4,162 | $6,731-38.2% | $7,714-46.0% | $4,231-1.6% |
| Admin fee / account holder | $12 | $90-86.9% | $12,432-99.9% | $114-89.7% |