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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC RETIREMENT PLANS9+ years Service code 26 · EIN 16-1171298 | Advisory (Participants) | $23,248 |
Filed as: BENEFIT PLANS ADMIN SERVICES, INC Service code 15 · EIN 16-1503696 | Recordkeeping | $22,463 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,487 | $65,908-50.7% | $81,812-60.3% | $77,643-58.2% |
| Participation rate | 42.7% | 65.8%-23.1pp | 72.3%-29.6pp | 70.6%-27.9pp |
| Annual return | 20.95% | 26.64%-5.7pp | 773.79%-752.8pp | 31.24%-10.3pp |
| Employer contribution / active EE | $166 | $2,370-93.0% | $2,912-94.3% | $2,726-93.9% |
| Participant deferral / active EE | $1,211 | $3,505-65.5% | $4,319-72.0% | $4,647-73.9% |
| Admin fee / account holder | $264 | $526-49.8% | $7,386-96.4% | $430-38.6% |