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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,482 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $77,812 | $62,928+23.7% | $172,753-55.0% | $67,582+15.1% |
| Participation rate | 61.2% | 64.5%-3.3pp | 82.6%-21.4pp | 71.3%-10.1pp |
| Annual return | 22.61% | 30.36%-7.7pp | 803.00%-780.4pp | 378.57%-356.0pp |
| Employer contribution / active EE | $1,796 | $1,636+9.8% | $5,144-65.1% | $2,148-16.4% |
| Participant deferral / active EE | $4,312 | $2,145+101.0% | $5,198-17.0% | $3,539+21.8% |
| Admin fee / account holder | $42 | $167-74.9% | $13,956-99.7% | $142-70.6% |