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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,312 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,850 | $72,303-24.1% | $86,698-36.7% | $64,819-15.4% |
| Participation rate | 55.7% | 80.4%-24.8pp | 76.6%-20.9pp | 71.5%-15.8pp |
| Annual return | -15.82% | 392.77%-408.6pp | 35.95%-51.8pp | 32.84%-48.7pp |
| Employer contribution / active EE | $2,007 | $2,393-16.1% | $2,837-29.3% | $2,507-19.9% |
| Participant deferral / active EE | $4,469 | $4,660-4.1% | $4,656-4.0% | $4,311+3.7% |
| Admin fee / account holder | $33 | $174-80.9% | $7,493-99.6% | $188-82.3% |