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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC RETIREMENT PLAN CONSULTAN Service code 99 · EIN 81-2204426 | Other Fees | $16,416 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,083 | $99,957-76.9% | $149,745-84.6% | $73,497-68.6% |
| Participation rate | 61.8% | 75.7%-13.9pp | 82.5%-20.6pp | 70.7%-8.8pp |
| Annual return | 16.36% | 53.87%-37.5pp | 276.72%-260.4pp | 28.51%-12.2pp |
| Employer contribution / active EE | $491 | $3,191-84.6% | $4,646-89.4% | $2,270-78.4% |
| Participant deferral / active EE | $3,500 | $6,073-42.4% | $6,843-48.8% | $3,740-6.4% |
| Admin fee / account holder | $36 | $551-93.5% | $9,312-99.6% | $513-93.0% |