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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,448 | $82,546-64.3% | $140,016-79.0% | $75,289-60.9% |
| Participation rate | 63.3% | 88.4%-25.0pp | 87.5%-24.2pp | 72.4%-9.1pp |
| Annual return | -5.90% | -0.36%-5.5pp | 651.12%-657.0pp | -0.04%-5.9pp |
| Employer contribution / active EE | $1,949 | $3,856-49.4% | $5,606-65.2% | $2,405-18.9% |
| Participant deferral / active EE | $3,980 | $5,731-30.6% | $6,927-42.6% | $3,739+6.4% |
| Admin fee / account holder | $24 | $86-71.7% | $10,705-99.8% | $102-76.2% |