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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,998 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,777 | $48,261+44.6% | $68,612+1.7% | $55,725+25.2% |
| Participation rate | 54.0% | 71.0%-17.1pp | 72.2%-18.3pp | 70.9%-16.9pp |
| Annual return | -3.47% | -2.61%-0.9pp | -4.63%+1.2pp | 244.93%-248.4pp |
| Employer contribution / active EE | $1,023 | $1,742-41.3% | $2,625-61.0% | $2,078-50.8% |
| Participant deferral / active EE | $3,654 | $2,712+34.7% | $3,311+10.4% | $3,356+8.9% |
| Admin fee / account holder | $46 | $126-63.6% | $5,131-99.1% | $115-60.1% |