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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,452 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,145 |
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,523 | $77,908-22.3% | $149,696-59.6% | $75,173-19.5% |
| Participation rate | 69.3% | 65.6%+3.7pp | 78.8%-9.5pp | 67.2%+2.1pp |
| Annual return | 18.96% | 31.73%-12.8pp | 134.46%-115.5pp | 160.72%-141.8pp |
| Employer contribution / active EE | $1,091 | $3,138-65.2% | $4,821-77.4% | $2,671-59.2% |
| Participant deferral / active EE | $3,334 | $3,411-2.2% | $5,682-41.3% | $4,126-19.2% |
| Admin fee / account holder | $17 | $5,950-99.7% | $13,212-99.9% | $5,651-99.7% |