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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,474 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,885 |
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 | $52,292 | $44,734+16.9% | $99,475-47.4% | $67,579-22.6% |
| Participation rate | 64.5% | 66.2%-1.7pp | 73.8%-9.3pp | 71.3%-6.8pp |
| Annual return | 31.24% | 32.45%-1.2pp | 30.72%+0.5pp | 378.56%-347.3pp |
| Employer contribution / active EE | $2,644 | $1,261+109.7% | $2,540+4.1% | $2,148+23.1% |
| Participant deferral / active EE | $3,979 | $2,731+45.7% | $3,619+9.9% | $3,539+12.4% |
| Admin fee / account holder | $103 | $120-13.9% | $6,252-98.4% | $142-27.6% |