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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,752 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,690 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 20-3354970 | Advisory (Plan) | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $37,854 | $78,852-52.0% | $76,768-50.7% | $75,289-49.7% |
| Participation rate | 59.5% | 85.0%-25.4pp | 77.0%-17.4pp | 72.4%-12.9pp |
| Annual return | -6.21% | -1.29%-4.9pp | 2.43%-8.6pp | -0.04%-6.2pp |
| Employer contribution / active EE | $1,290 | $2,794-53.9% | $2,485-48.1% | $2,405-46.4% |
| Participant deferral / active EE | $2,405 | $4,800-49.9% | $3,852-37.6% | $3,739-35.7% |
| Admin fee / account holder | $57 | $79-27.8% | $6,675-99.1% | $102-44.2% |