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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,167 |
Filed as: TRANSMAERICA RETIREMENT SOLUTIONS Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $1,763 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$1,281 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $199,065 | $37,196+435.2% | $154,108+29.2% | $55,725+257.2% |
| Participation rate | 27.7% | 64.1%-36.3pp | 83.0%-55.3pp | 70.9%-43.1pp |
| Annual return | -3.88% | 1319.68%-1323.6pp | 735.21%-739.1pp | 244.93%-248.8pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,642 | $2,068+172.8% | $5,081+11.0% | $3,356+68.1% |
| Admin fee / account holder | $12 | $102-88.1% | $13,411-99.9% | $115-89.5% |