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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,165 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,950 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,936 | $89,067+126.7% | $102,423+97.2% | $77,714+159.8% |
| Participation rate | 50.8% | 80.9%-30.1pp | 76.5%-25.7pp | 70.6%-19.8pp |
| Annual return | 24.08% | 25.01%-0.9pp | 29.42%-5.3pp | 31.26%-7.2pp |
| Employer contribution / active EE | $0 | $2,699-100.0% | $3,023-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $4,302 | $5,147-16.4% | $5,054-14.9% | $4,649-7.5% |
| Admin fee / account holder | $40 | $236-82.9% | $9,455-99.6% | $433-90.7% |