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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,253 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,838 | $53,925+29.5% | $75,501-7.5% | $69,631+0.3% |
| Participation rate | 46.9% | 71.2%-24.3pp | 72.4%-25.5pp | 70.7%-23.8pp |
| Annual return | 18.98% | 17.84%+1.1pp | 27.35%-8.4pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $736 | $1,802-59.2% | $2,352-68.7% | $2,032-63.8% |
| Participant deferral / active EE | $2,588 | $2,569+0.7% | $3,142-17.6% | $3,224-19.7% |
| Admin fee / account holder | $35 | $97-63.5% | $5,801-99.4% | $110-67.9% |