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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $171,284 | $37,044+362.4% | $71,796+138.6% | $57,658+197.1% |
| Participation rate | 67.0% | 61.1%+5.9pp | 69.1%-2.1pp | 70.2%-3.2pp |
| Annual return | 5.84% | 12.64%-6.8pp | 78.04%-72.2pp | 5.13%+0.7pp |
| Employer contribution / active EE | $1,252 | $720+73.9% | $1,924-34.9% | $1,974-36.5% |
| Participant deferral / active EE | $5,892 | $1,974+198.5% | $2,794+110.8% | $3,061+92.5% |
| Admin fee / account holder | $59 | $101-41.2% | $4,815-98.8% | $95-37.2% |