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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,639 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,764 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,115 | $69,823+30.5% | $76,902+18.5% | $74,473+22.3% |
| Participation rate | 58.2% | 70.0%-11.8pp | 69.6%-11.4pp | 70.7%-12.5pp |
| Annual return | 16.69% | 19.99%-3.3pp | 37.91%-21.2pp | 34.36%-17.7pp |
| Employer contribution / active EE | $1,542 | $2,148-28.2% | $2,534-39.1% | $2,638-41.5% |
| Participant deferral / active EE | $5,063 | $3,558+42.3% | $3,833+32.1% | $4,530+11.8% |
| Admin fee / account holder | $76 | $398-81.0% | $5,479-98.6% | $347-78.2% |