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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC FINANCIAL SERVICES2 years Service code 27 · EIN 16-1334685 | Advisory (Plan) | $29,305 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,787 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,013 | $58,093+1.6% | $80,022-26.3% | $56,287+4.8% |
| Participation rate | 66.4% | 73.6%-7.3pp | 75.8%-9.5pp | 69.9%-3.5pp |
| Annual return | -4.44% | 34.63%-39.1pp | 11.22%-15.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $308 | $1,933-84.1% | $2,468-87.5% | $2,111-85.4% |
| Participant deferral / active EE | $2,019 | $3,136-35.6% | $3,686-45.2% | $3,350-39.7% |
| Admin fee / account holder | $340 | $623-45.4% | $6,521-94.8% | $521-34.7% |