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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,769 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,950 |
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 | $211,143 | $48,064+339.3% | $78,778+168.0% | $69,631+203.2% |
| Participation rate | 61.9% | 61.6%+0.4pp | 69.2%-7.3pp | 70.7%-8.8pp |
| Annual return | 17.86% | 21.81%-4.0pp | 35.62%-17.8pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $1,300 | $744+74.9% | $1,986-34.5% | $2,032-36.0% |
| Participant deferral / active EE | $5,922 | $2,079+184.8% | $2,958+100.2% | $3,224+83.7% |
| Admin fee / account holder | $80 | $152-47.4% | $5,134-98.4% | $110-27.6% |