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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,969 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$52,888 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,728 | $42,367+371.4% | $79,583+151.0% | $64,824+208.1% |
| Participation rate | 59.1% | 64.7%-5.6pp | 69.5%-10.4pp | 71.5%-12.4pp |
| Annual return | -17.03% | -12.24%-4.8pp | 0.16%-17.2pp | 32.84%-49.9pp |
| Employer contribution / active EE | $2,653 | $1,181+124.7% | $2,414+9.9% | $2,507+5.8% |
| Participant deferral / active EE | $6,046 | $3,168+90.8% | $3,986+51.7% | $4,311+40.2% |
| Admin fee / account holder | -$78 | $160-149.1% | $6,835-101.1% | $188-141.7% |