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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,731 |
BEACON POINTE ADVISORS LLC7 years Service code 27 · EIN 27-0636826 | Advisory (Plan) | $60,799 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,680 | $30,107+75.0% | $61,501-14.3% | $64,824-18.7% |
| Participation rate | 54.9% | 36.4%+18.6pp | 52.6%+2.4pp | 71.5%-16.5pp |
| Annual return | -16.01% | -13.99%-2.0pp | 339.04%-355.1pp | 32.84%-48.9pp |
| Employer contribution / active EE | $1,639 | $537+205.4% | $1,160+41.4% | $2,507-34.6% |
| Participant deferral / active EE | $3,049 | $1,126+170.8% | $2,125+43.5% | $4,311-29.3% |
| Admin fee / account holder | $312 | $148+110.5% | $2,132-85.4% | $188+66.2% |