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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 | $89,123+126.6% | $102,460+97.1% | $77,762+159.7% |
| Participation rate | 50.8% | 80.9%-30.1pp | 76.5%-25.7pp | 70.6%-19.8pp |
| Annual return | 24.08% | 25.05%-1.0pp | 29.47%-5.4pp | 31.27%-7.2pp |
| Employer contribution / active EE | $0 | $2,700-100.0% | $3,025-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,302 | $5,148-16.4% | $5,056-14.9% | $4,651-7.5% |
| Admin fee / account holder | $40 | $236-82.9% | $9,460-99.6% | $433-90.7% |