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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,141 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,570 |
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 | $63,799 | $37,196+71.5% | $154,108-58.6% | $55,725+14.5% |
| Participation rate | 61.1% | 64.1%-3.0pp | 83.0%-21.9pp | 70.9%-9.7pp |
| Annual return | -4.48% | 1319.68%-1324.2pp | 735.21%-739.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $994 | $1,614-38.4% | $5,298-81.2% | $2,078-52.2% |
| Participant deferral / active EE | $4,121 | $2,068+99.2% | $5,081-18.9% | $3,356+22.8% |
| Admin fee / account holder | $30 | $102-70.4% | $13,411-99.8% | $115-73.9% |