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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,199 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,961 | $53,162+5.3% | $91,225-38.7% | $68,486-18.3% |
| Participation rate | 54.4% | 63.2%-8.8pp | 73.2%-18.8pp | 67.9%-13.5pp |
| Annual return | -19.02% | -3.14%-15.9pp | 114.12%-133.1pp | -7.85%-11.2pp |
| Employer contribution / active EE | $3,414 | $1,709+99.7% | $2,851+19.8% | $2,597+31.5% |
| Participant deferral / active EE | $6,059 | $2,974+103.7% | $4,233+43.1% | $4,028+50.4% |
| Admin fee / account holder | $94 | $4,493-97.9% | $5,422-98.3% | $5,404-98.3% |