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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,262 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,783 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $317,011 | $89,652+253.6% | $141,197+124.5% | $65,186+386.3% |
| Participation rate | 85.1% | 74.7%+10.4pp | 82.5%+2.6pp | 70.2%+14.9pp |
| Annual return | 24.12% | 32.79%-8.7pp | 71.41%-47.3pp | 29.39%-5.3pp |
| Employer contribution / active EE | $3,933 | $3,065+28.3% | $4,736-17.0% | $2,177+80.7% |
| Participant deferral / active EE | $11,257 | $5,691+97.8% | $6,710+67.8% | $3,514+220.4% |
| Admin fee / account holder | $33 | $569-94.2% | $10,265-99.7% | $847-96.1% |