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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,216 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $138,724 | $65,582+111.5% | $64,101+116.4% | $71,511+94.0% |
| Participation rate | 69.4% | 73.2%-3.8pp | 72.3%-2.9pp | 67.9%+1.5pp |
| Annual return | 19.22% | 18.96%+0.3pp | 33.72%-14.5pp | 28.86%-9.6pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,749-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $9,297 | $3,628+156.3% | $3,881+139.6% | $4,291+116.7% |
| Admin fee / account holder | $57 | $616-90.8% | $3,070-98.2% | $1,588-96.4% |