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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,217 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$65,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,607 | $50,956+417.3% | $96,570+173.0% | $86,821+203.6% |
| Participation rate | 58.9% | 65.2%-6.3pp | 69.8%-10.9pp | 72.3%-13.3pp |
| Annual return | 14.93% | 21.27%-6.3pp | 37.79%-22.9pp | 97.94%-83.0pp |
| Employer contribution / active EE | $1,113 | $1,111+0.2% | $2,357-52.8% | $2,406-53.7% |
| Participant deferral / active EE | $6,463 | $2,954+118.8% | $3,849+67.9% | $4,132+56.4% |
| Admin fee / account holder | -$154 | $166-193.0% | $6,182-102.5% | $170-191.1% |