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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $105,751 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,334 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $14,250 |
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).
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 | $45,719 | $82,783-44.8% | $133,959-65.9% | $90,274-49.4% |
| Participation rate | 84.2% | 81.3%+2.9pp | 79.8%+4.3pp | 73.4%+10.8pp |
| Annual return | 11.34% | 21.89%-10.6pp | 45.09%-33.8pp | 53.97%-42.6pp |
| Employer contribution / active EE | $2,842 | $2,388+19.0% | $3,919-27.5% | $2,523+12.6% |
| Participant deferral / active EE | $2,533 | $4,291-41.0% | $5,047-49.8% | $4,231-40.1% |
| Admin fee / account holder | $96 | $93+3.3% | $8,928-98.9% | $114-15.9% |