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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $109,063 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $101,151 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM AUDIT TAX ADVISORY Service code 10 · EIN 22-2027092 | Accounting | $88,541 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$167,111 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,813 | $71,106-7.4% | $83,327-21.0% | $75,289-12.6% |
| Participation rate | 68.3% | 82.0%-13.7pp | 77.8%-9.4pp | 72.4%-4.1pp |
| Annual return | -4.38% | -0.56%-3.8pp | 10.64%-15.0pp | -0.04%-4.3pp |
| Employer contribution / active EE | $1,722 | $2,436-29.3% | $3,379-49.0% | $2,405-28.4% |
| Participant deferral / active EE | $5,156 | $6,249-17.5% | $5,565-7.3% | $3,739+37.9% |
| Admin fee / account holder | $26 | $72-63.7% | $7,540-99.7% | $102-74.3% |