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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,626 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,055 | $38,510-9.0% | $74,549-53.0% | $73,367-52.2% |
| Participation rate | 9.5% | 53.5%-44.0pp | 69.1%-59.7pp | 69.5%-60.0pp |
| Annual return | -1.32% | -0.94%-0.4pp | 32.53%-33.9pp | 173.45%-174.8pp |
| Employer contribution / active EE | $225 | $774-70.9% | $1,961-88.5% | $2,499-91.0% |
| Participant deferral / active EE | $495 | $1,421-65.2% | $3,108-84.1% | $4,033-87.7% |
| Admin fee / account holder | $7 | $52-85.8% | $5,059-99.9% | $68-89.2% |