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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,768 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,525 |
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 | $90,536 | $61,473+47.3% | $81,726+10.8% | $73,412+23.3% |
| Participation rate | 65.6% | 72.4%-6.8pp | 72.0%-6.4pp | 72.2%-6.6pp |
| Annual return | 14.52% | 28.26%-13.7pp | 29.49%-15.0pp | 59.30%-44.8pp |
| Employer contribution / active EE | $1,466 | $1,898-22.7% | $4,311-66.0% | $2,234-34.4% |
| Participant deferral / active EE | $4,995 | $3,080+62.2% | $7,108-29.7% | $3,806+31.2% |
| Admin fee / account holder | $61 | $125-51.1% | $5,160-98.8% | $158-61.2% |